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Peter Michael Sousa

Beacon Pointe Advisors, LLC

Newport Beach, CA

Larkspur, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-05
  • CA RA
    APPROVED
    Since 2026-03-05

Branch Locations

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

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • 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
Im Global Partner Fund Management, Llc Walnut Creek CA 04/2012 12/2025
Beacon Pointe Advisors, Llc Larkspur CA 02/2026 Present
  • 04/2012 → 12/2025
    Im Global Partner Fund Management, Llc
    Walnut Creek, CA
  • 02/2026 → Present
    Beacon Pointe Advisors, Llc
    Larkspur, CA
Previous Registrations
  • 2010-12-21 → 2011-12-13
    Blackrock Fund Advisors
    San Francisco, CA
  • 2008-09-23 → 2010-12-22
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
  • 2008-02-14 → 2008-10-07
    Lehman Brothers Inc.
    San Francisco, CA
    San Francisco, CA
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-08-04
S66 Uniform Combined State Law Examination 2001-02-07
  • S63 Uniform Securities Agent State Law Examination
    2016-08-04
  • S66 Uniform Combined State Law Examination
    2001-02-07
Designations

View on SEC IAPD

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