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Lesley Estelle Cannan

Beacon Pointe Advisors, LLC

Larkspur, CA

Newport Beach, 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 2026-01-12
  • CA RA
    APPROVED
    Since 2026-01-12

Branch Locations

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Litman Gregory Wealth Management Larkspur CA 12/2012 02/2026
Beacon Pointe Advisors, Llc Larkspur CA 01/2026 Present
Previous Registrations
  • 2014-09-03 → 2026-02-26
    Litman Gregory Wealth Management, Llc
    Paris
  • 2010-12-06 → 2012-12-05
    Strategic Advisers Llc
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-03
S63 Uniform Securities Agent State Law Examination 2010-08-05
  • S66 Uniform Combined State Law Examination
    2010-12-03
  • S63 Uniform Securities Agent State Law Examination
    2010-08-05
Designations
Other Names
  • Lesley Estelle Schreck

View on SEC IAPD

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