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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-13 |
Branch Locations
103 Eisenhower Parkway Suite 202, Roseland, NJ 07068 • 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 |
|---|---|---|---|---|
| Hartford Funds Distributors, Llc | Wayne | PA | 08/2023 | 12/2024 |
| Ipta Clinical Llc | Medford | NJ | 04/2022 | 08/2023 |
| Community Sports Partners Ii Llc | Mt Laurel Township | NJ | 09/2019 | 08/2022 |
| Rutgers University | New Brunswick | NJ | 08/2021 | 05/2023 |
| Shawnee High School | Medford | NJ | 09/2015 | 06/2019 |
| Rowan College At Burlington County | Mount Laurel Township | NJ | 08/2019 | 05/2021 |
| Beacon Pointe Advisors, Llc | Roseland | NJ | 01/2025 | 03/2026 |
| Beacon Pointe Advisors, Llc | Roseland | NJ | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-23 |
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