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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-08 |
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