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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-05-08 |
| TX | RA | APPROVED | 2020-05-06 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States
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 Wealth Advisors, Llc | Newport Beach | CA | 03/2011 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 03/2011 | Present |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | Present |
(1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; 10 HOURS/MONTH, DURING TRADING. (2) BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT RELATED.14350 N. 87th Street Suite 185 Scottsdale Arizona 85260. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT, 03/2011 TO PRESENT. 5 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS. (3) Beacon Pointe Advisors. Investment Related. 14350 N. 87th Street, Suite 185, Scottsdale AZ 85260. RIA. Managing Director/Partner. Start 4/2020. 200 hours per month, all during trading. Work with clients and minimal management duties for RIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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