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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-10 |
Branch Locations
1943 Morrill St., Sarasota, FL 34236 • 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 |
|---|---|---|---|---|
| Securities America, Inc. | Sarasota | FL | 05/2009 | 02/2022 |
| Southern Trust Financial Planning | Sarasota | FL | 09/2009 | 02/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2022 | 08/2024 |
| Beacon Pointe Advisors, Llc | Sarasota | FL | 02/2022 | Present |
| Beacon Pointe Insurance Services Llc | Sarasota | FL | 02/2022 | Present |
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: 2/1/2022; HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. ; DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-16 |
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