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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-01-13
  • AZ RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2015-01-13 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Scottsdale, AZ
    Newport Beach, CA
  • 2011-04-18 → 2014-11-21
    Capital Investment Counsel, Inc
    Scottsdale, AZ
    Houston, TX
  • 2008-02-06 → 2011-03-31
    Phoenix, AZ
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-05-22
  • S66 Uniform Combined State Law Examination
    2001-05-22
Designations
Other Names
  • Landen Lunsway

View on SEC IAPD

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