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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-02 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5810 Tennyson Parkway Suite 525, Plano, TX 75024 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Addison | TX | 06/2002 | 07/2017 |
| Mml Investors Services, Inc. | Addison | TX | 05/2002 | 07/2017 |
| Spectrum Strategies, Llc | Addison | TX | 02/2011 | 07/2017 |
| The Prudential Insurance Co. Of America | Irving | TX | 07/2017 | 07/2019 |
| Pruco Securities, Inc. | Irving | TX | 07/2017 | 07/2019 |
| Beacon Pointe Advisors, Llc | Plano | TX | 07/2019 | 04/2020 |
| Beacon Pointe Wealth Advisors, Llc | Plano | TX | 07/2019 | 04/2020 |
| Beacon Pointe Insurance Services, Llc | Plano | TX | 07/2019 | Present |
| Beacon Pointe Advisors, Llc | Plano | TX | 04/2020 | Present |
1) BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).LICENSED INSURANCE AGENT. 07/2019 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). 2)SOLAR SOCCER CLUB POSITION: Soccer Coach NATURE: Sports Club INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2018 ADDRESS: 1015 Sam Rayburn Tollway, Allen TX 75013, United States DESCRIPTION: Coach youth soccer teams. Practices during the week in the evenings. Games on weekends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-08 |
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