Best Investors Account Sign in
Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-26
CA RA APPROVED 2016-04-20
  • TX RA
    APPROVED
    Since 2025-03-26
  • CA RA
    APPROVED
    Since 2016-04-20

Branch Locations

900 E. Hamilton Ave Suite 120, Campbell, CA 95008 • 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
Beacon Pointe Wealth Advisors, Llc Campbell CA 02/2015 03/2020
Beacon Pointe Advisors, Llc Campbell CA 04/2016 03/2020
Beacon Pointe Insurance Services, Llc Campbell CA 11/2016 Present
Beacon Pointe Advisors, Llc Campbell CA 04/2020 Present
Previous Registrations
  • 2015-03-06 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    San Jose, CA
    Newport Beach, CA
    Campbell, CA
  • 2012-03-30 → 2015-02-04
    Polaris Equity Management, Inc.
    San Rafael, CA
  • 2012-10-11 → 2015-02-04
    Polaris Wealth Advisory Group
    San Rafael, CA
  • 2011-02-11 → 2011-05-03
    San Francisco, CA
    New York, NY
  • 2009-08-26 → 2010-12-03
    Presidio Capital Advisors Llc
    San Francisco, CA
Other Businesses

1) NAME: BEACON POINTE INSURANCE SERVICES, LLC; LOCATED:920 HILLVIEW COURT, #160, MILPITAS,CA 95035; INVESTMENT-RELATED: NO; NATURE OF BUSINESS: INSURANCE AGENT; TITLE: LICENSED INSURANCE AGENT; START DATE: 11/2016; HOURS PER MONTH: APPROXIMATELY 5 HOURS PER MONTH ALL DURING TRADING HOURS; DUTIES: SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-08
S63 Uniform Securities Agent State Law Examination 2002-10-30
  • S66 Uniform Combined State Law Examination
    2011-02-08
  • S63 Uniform Securities Agent State Law Examination
    2002-10-30
Designations
Other Names
  • Tyler Martin Brock
  • Tyler Brock

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Campbell, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor