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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| AZ | RA | APPROVED | 2015-01-13 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 | Scottsdale | AZ | 11/2014 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 11/2014 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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