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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| AZ | RA | APPROVED | 2015-08-28 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 10/2014 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 05/2015 | Present |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 07/2015 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | Present |
1.BEACON POINTE INSURANCE SERVICES, LLC., LICENSED INSURANCE AGENT, NOT INVESTMENT RELATED, 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE), 05/2015 TO PRESENT. 5 HRS/MONTH. ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-13 |
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