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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-02 |
Branch Locations
5001 25Th Ave Ne Suite 201E, Seattle, WA 98105 • 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 | Seattle | WA | 06/2024 | 03/2026 |
| Colorado College | Colorado Springs | CO | 09/2023 | 05/2024 |
| Beacon Pointe Advisors | Seattle | WA | 06/2023 | 08/2023 |
| Colorado College | Seattle | WA | 08/2020 | 05/2023 |
| Lakeside High School | Seattle | WA | 09/2016 | 05/2020 |
| Beacon Pointe Advisors, Llc | Seattle | WA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-11 |
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