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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-18 |
Branch Locations
5960 Berkshire Lane Suite 1175, Dallas, TX 75225 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Dallas | TX | 11/2013 | 08/2023 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 08/2023 | Present |
1. Cedar Families, LLC / United States / 3008 Southwestern Blvd, Dallas, Texas 75225/ Partnership / Buy and hold residential real estate / I serve as secretary simply keeping the books from time to time. / Investment in Company?: YES; 85% / Start Date 1/1/2020 2. Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-16 |
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