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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-24 |
Branch Locations
135 S Main St Suite 1000, Greenville, SC 29601 • 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 | Charleston | SC | 06/2023 | 08/2023 |
| The Citadel, Military College Of The South | Charleston | SC | 06/2020 | 05/2022 |
| Southside Christian School | Greenville | SC | 02/2016 | 06/2020 |
| Capital Investment Advisors | Atlanta | GA | 02/2024 | 02/2026 |
| Wild Dunes Resort | Isle Of Palms | SC | 05/2022 | 02/2024 |
| Beacon Pointe Advisors, Llc | Greenville | SC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-04 |
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