Brian Alexander Bengry

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-01-19

WI RA
APPROVED

Since 2024-01-19

Branch Locations

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

8383 Greenway Blvd Suite 600, Middleton, WI 53562 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Conscious Capital Management Llc (156550	Mount Horeb	WI	02/2011	01/2024
Beacon Pointe Advisors, Llc	Middleton	WI	01/2024	Present

02/2011 → 01/2024

Conscious Capital Management Llc (156550

Mount Horeb, WI
01/2024 → Present

Beacon Pointe Advisors, Llc

Middleton, WI

Previous Registrations

2011-03-04 → 2024-05-22

Conscious Capital Management Llc

Middleton, WI
2008-06-04 → 2011-01-12

Charles Schwab & Co., Inc.

Middleton, WI

Milwaukee, WI
2005-03-09 → 2005-03-09

Banc One Securities Corporation

Madison, WI
2004-08-25 → 2005-02-18

Eagle Strategies Llc

Madison, WI
2003-04-09 → 2004-07-19

Strong Capital Management Inc

Oakdale, MN
2002-10-01 → 2003-03-19

Charles Schwab & Co., Inc.

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-02-10

S66 Uniform Combined State Law Examination

2000-02-10

Other Names

Brian A. Bengry

View on SEC IAPD

Current Employers

Beacon Pointe Advisors, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews