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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-07 |
Branch Locations
6600 Snider Plaza Suite 210, Dallas, TX 75205 • 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 |
|---|---|---|---|---|
| Commerce Street Capital Llc | Dallas | TX | 04/2016 | 05/2025 |
| Commerce Street Investment Management | Dallas | TX | 11/2016 | 05/2025 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-31 |
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