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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-10 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1676 North California Boulevard Suite 200, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Pleasant Hill | CA | 08/2002 | 06/2025 |
| Wcg Wealth Advisors, Llc (Dba: The Wealth Consulting Group) | Pleasant Hill | CA | 11/2015 | 06/2025 |
| Beacon Pointe Advisors, Llc | Walnut Creek | CA | 06/2025 | Present |
| Beacon Pointe Insurance Services | Walnut Creek | CA | 06/2025 | Present |
(1) BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 06/2025 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident) (2) 745 BALBOA LLC INVESTMENT RELATED: No ADDRESS: 745 Balboa St San Francisco CA 94118 NATURE OF BUSINESS: Property Management POSITION/TITLE: Owner Operator START DATE: 01/2019 HRS/MO DURING SECURITIES TRADING HOURS: 0 hrs./Mo. DUTIES: Owner operator of apt building
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-22 |
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