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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2019-04-10 |
Branch Locations
47 Maple Street Suite 306, Summitt, NJ 07901 • 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 Wealth Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Summit | NJ | 04/2019 | Present |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2020 | Present |
| Heller Wealth Advisors, Llc | Summit | NJ | 04/2008 | 04/2019 |
(1) New York School Of Podiatric Medicine - BOD; Not Investment Related; Medical School; Board Member; 2015; 2 To 4 Hours/Month; 2 To 4 Hours/ Month During Trading; Board Member. (2) JH Advisors LLC, Warren NJ, Non-investment related, Consulting; Managing Member/President, Less than 1 hour/month during securities trading hours. (3) JD Associates, LLC, SUMMIT, NJ, Non-Investment related, P&C Insurance, title: Member started 3/3/17, Duties: work with clients on P&C Insurance, Approximatly 1 hour/month and about 15 minutes/month during securities trading hours. (4) Alzheon, Inc., Framingham MA, Non-Investment related, Nature of business: Biomedical, Board of Directors, Started December 2018, Devote 2 to 4 hours per month during securities trading hours, Duties: Audit Committee. (5) Beacon Pointe Insurance Services, LLC; Non-Investment-related; Main Office located at 24 Corporate Plaza, Dr. STE. 150, Newport Beach, CA 92660; Licensed Insurance Agent; Start Date: 04/01/2019; Approximately 5 hours per month, all during trading hours; Duties include the sale of insurance products (life and/or accident/health insurance).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-02-09 |
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