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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-06 |
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-10-14 |
Branch Locations
6263 N Scottsdale Road Suite 295, Scottsdale, AZ 85250 • 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 |
|---|---|---|---|---|
| Stonegate Capital Advisors, Llc | Scottsdale | AZ | 02/2015 | 09/2021 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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