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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-03 |
Branch Locations
19 Research Dr #1, Amherst, MA 01002 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2009 | 12/2020 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2010 | 12/2020 |
| Hart & Patterson Financial Group | Amherst | MA | 01/2021 | 12/2025 |
| Beacon Pointe Advisors | Amherst | MA | 05/2025 | Present |
| Beacon Pointe Insurance Services | Amherst | MA | 05/2025 | Present |
BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: May 2025 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-02 |
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