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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-20 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
7557 Rambler Rd Suite 1425, Dallas, TX 75231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Financial Planning | Grapevine | TX | 06/2004 | 12/2025 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 07/2025 | Present |
Wealth Advisors Trust Company: Not investment-related. Address: 910 5th St #101, Rapid City, SD 57701; Role/Title: Partner; Start Date: 05/2009; 5 HRS/MO; During Trading Hours, 1 HRS/MO; Duties: Serves on the Board of Directors and the company leadership team. WATC Management, LLC: Not investment-related. Address: 910 5th St #101, Rapid City, SD 57701; Role/Title: Partner; Start Date: 01/2022; 0 HRS/MO; During Trading Hours,0 HRS/MO; Duties: Serves on the Board of Directors. Lanswan Investments, LLC: Not investment-related. Address: 10440 N. Central Expressway, Suite 1540, Dallas, TX 75231; Role/Title: Owner; Start Date: 01/2023; 0 HRS/MO; During Trading Hours,0 HRS/MO, Duties: Oversee holdings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-05 |
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