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Donald Patrick Lord

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bethesda, MD

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-24
  • MD RA
    APPROVED
    Since 2025-09-24

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

4800 Hampden Lane, Bethesda, MD 20814 • 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 Family Firm, Inc. Bethesda MD 08/2000 09/2025
Beacon Pointe Advisors, Llc Bethesda MD 08/2025 Present
Previous Registrations
  • 2003-06-26 → 2025-11-03
    The Family Firm, Inc.
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-26
S63 Uniform Securities Agent State Law Examination 1997-12-23
  • S65 Uniform Investment Adviser Law Examination
    2001-11-26
  • S63 Uniform Securities Agent State Law Examination
    1997-12-23
Designations

View on SEC IAPD

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