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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-10 |
Branch Locations
900 E Hamilton Ave Suite 120, Campbell, CA 95008 • 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 |
|---|---|---|---|---|
| Lace & Liberty | San Francisco | CA | 05/2015 | Present |
| Retail Ecommerce Ventures | San Francisco | CA | 08/2021 | 12/2021 |
| Castor Ventures | San Francisco | CA | 01/2023 | 12/2023 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 03/2024 | 03/2026 |
| Beacon Pointe Advisors, Llc | Campbell | CA | 04/2026 | Present |
Lace and Liberty Inc; Location: San Francisco, CA; Nature of Business: retail, custom wedding dresses; Position: Owner; Start Date: 09/2014; Hours spent on business/hours spent on business during trading hours: 6/0; Description: oversee business, no operational duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-10 |
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