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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-05-08 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2011 | 09/2025 |
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 03/2017 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 05/2012 | Present |
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 03/2011 | 03/2017 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | Present |
1. BEACON POINTE INSURANCE SERVICES LLC, LICENSED INSURANCE AGENT, NOT INVESTMENT-RELATED. MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. DUTIES INCLUDE: SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE), 05/2012 TO PRESENT. 5 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS. 2)Beacon Pointe Advisors. Investment Related. At registered location. RIA. Management Director. Start 4/2020. 160 hours per week during trading. Duties as an advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-10 |
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