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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-01-13
TX RA APPROVED 2026-01-13
  • MI RA
    APPROVED
    Since 2026-01-13
  • TX RA
    APPROVED
    Since 2026-01-13

Branch Locations

5206 Gateway Centre Suite 300, Flint, MI 48507 • 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
Stephens Wealth Management Group Flint MI 04/2012 12/2025
Beacon Pointe Advisors, Llc Flint MI 01/2026 Present
Beacon Pointe Insurance Services, Llc Flint MI 01/2026 Present
  • 04/2012 → 12/2025
    Stephens Wealth Management Group
    Flint, MI
  • 01/2026 → Present
    Flint, MI
  • 01/2026 → Present
    Beacon Pointe Insurance Services, Llc
    Flint, MI
Previous Registrations
Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-06-23
S66 Uniform Combined State Law Examination 2000-11-02
  • S63 Uniform Securities Agent State Law Examination
    2012-06-23
  • S66 Uniform Combined State Law Examination
    2000-11-02
Designations

View on SEC IAPD

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