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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-01-29 |
Branch Locations
5001 25Th Ave Ne Suite 201E, Seattle, WA 98105 • 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 |
|---|---|---|---|---|
| Bny Mellon | Seattle | WA | 03/2008 | 03/2023 |
| Beacon Pointe Advisors, Llc | Seattle | WA | 11/2023 | Present |
| Unemployed | Seattle | WA | 04/2023 | 10/2023 |
| Beacon Pointe Insurance Services, Llc | Seattle | WA | 08/2025 | Present |
(1) 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: 08/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Washington State Opportunity Scholarship - Finance Committee; Not investment-related; Address: 1414 31st Ave S Ste. 302 Seattle, WA 98144; Position: Finance Committee member; Start date: 04/2021, 1 HR/MO devoted to OBA; 0 HRS/MO during trading hours; Duties: Ensure the organization's financial health, sustainability, and compliance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-29 |
| S66 | Uniform Combined State Law Examination | 2006-10-07 |
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