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Daniel Joseph Bloom

Beacon Pointe Advisors, LLC

Akron, OH

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
OH RA APPROVED 2025-07-25
  • OH RA
    APPROVED
    Since 2025-07-25

Branch Locations

3677 Embassy Parkway, Akron, OH 44333 • 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
The Jentner Corporation Akron OH 09/2014 09/2018
The Jentner Corporation Akron OH 09/2018 06/2025
Beacon Pointe Advisors, Llc Akron OH 07/2025 Present
  • 09/2014 → 09/2018
    The Jentner Corporation
    Akron, OH
  • 09/2018 → 06/2025
    The Jentner Corporation
    Akron, OH
  • 07/2025 → Present
    Beacon Pointe Advisors, Llc
    Akron, OH
Previous Registrations
  • 2014-12-09 → 2025-07-25
    Jentner Wealth Management
    Akron, OH
  • 2009-09-01 → 2014-09-30
    Securities America Advisors, Inc.
    Fairlawn, OH
  • 2005-07-06 → 2009-08-31
    Chase Investment Services Corp.
    Akron, OH
    Akron, OH
    Fairlawn, OH
  • 2005-05-13 → 2005-07-06
    Banc One Securities Corporation
    Akron, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-12
S63 Uniform Securities Agent State Law Examination 2001-10-16
  • S66 Uniform Combined State Law Examination
    2005-05-12
  • S63 Uniform Securities Agent State Law Examination
    2001-10-16
Designations

View on SEC IAPD

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SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE

Other Offices

CETERA INVESTMENT ADVISERS LLC · AKRON, OH
ON INVESTMENT MANAGEMENT CO · AKRON, OH
CONCURRENT INVESTMENT ADVISORS, LLC · Akron, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Fairlawn, OH
CETERA INVESTMENT ADVISERS LLC · FAIRLAWN, OH
VALMARK ADVISERS, INC. · Akron, OH
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