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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
12750 High Bluff Drive Suite 460, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 07/2025 | 08/2026 |
| Student | Tucson | AZ | 08/2024 | 08/2025 |
| Torrey Pines Bank | San Diego | CA | 05/2024 | 08/2024 |
| Student | Tucson | AZ | 08/2021 | 05/2024 |
| Nanny | Carlsbad | CA | 06/2021 | 08/2021 |
| Student | Carlsbad | CA | 07/2015 | 08/2021 |
| Beacon Pointe Advisors, Llc | San Diego | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-18 |
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