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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
1676 N. California Blvd Suite 200, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Litman Gregory Wealth Management, Llc | Walnut Creek | CA | 07/2015 | 02/2026 |
| Beacon Pointe Advisors, Llc | Walnut Creek | CA | 01/2026 | Present |
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