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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-09
  • MD RA
    APPROVED
    Since 2024-07-09

Branch Locations

6811 Benjamin Franklin Dr Suite 100, Columbia, MD 21042 • 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, Llc Columbia MD 02/2024 04/2025
Keeney Financial Group Columbia MD 08/2023 02/2024
University Of Maryland College Park MD 08/2019 02/2024
Keeney Financial Group Columbia MD 06/2021 08/2021
Mad Chef Kitchen & Bar Ellicott City MD 10/2017 08/2019
Marriotts Ridge High School Marriottsville MD 09/2015 05/2019
Beacon Pointe Advisors, Llc Columbia MD 04/2025 Present
  • 02/2024 → 04/2025
    Columbia, MD
  • 08/2023 → 02/2024
    Keeney Financial Group
    Columbia, MD
  • 08/2019 → 02/2024
    University Of Maryland
    College Park, MD
  • 06/2021 → 08/2021
    Keeney Financial Group
    Columbia, MD
  • 10/2017 → 08/2019
    Mad Chef Kitchen & Bar
    Ellicott City, MD
  • 09/2015 → 05/2019
    Marriotts Ridge High School
    Marriottsville, MD
  • 04/2025 → Present
    Columbia, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-08
  • S65 Uniform Investment Adviser Law Examination
    2024-07-08
Designations

View on SEC IAPD

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