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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-06-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2002 | 03/2023 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2023 | Present |
MARINERS CHURCH,INVESTMENT-RELATED,5001 NEWPORT COAST DR., IRVINE, CA 92603, CHURCH,VOLUNTEER MEMBER-EXECUTIVE COUNCIL, 05/2016, 21-4O HRS/MO DURING NON-BUSINESS HRS, APPROXIMATELY 5 HRS/MO DURING SECURITIES TRADING HOURS. DUTIES: SIT AS A VOLUNTEER MEMBER ON THE EXECUTIVE COUNCIL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-03 |
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