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Mari Frances Panzenhagen

Beacon Pointe Advisors, LLC

Asheville, NC

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-11-28
  • NC RA
    APPROVED
    Since 2023-11-28

Branch Locations

4 Vanderbilt Park Drive Suite 310, Asheville, NC 28803 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors Asheville NC 02/2022 Present
Altavista Wealth Management Inc Asheville NC 07/2013 02/2022
  • 02/2022 → Present
    Beacon Pointe Advisors
    Asheville, NC
  • 07/2013 → 02/2022
    Altavista Wealth Management Inc
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-27
  • S65 Uniform Investment Adviser Law Examination
    2023-11-27
Other Names
  • Mari Frances Jahnke

View on SEC IAPD

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