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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-12 |
Branch Locations
610 Newport Center Drive Suite 280, Newport Beach, CA 92660 • 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 | Newport Beach | CA | 01/2013 | 03/2020 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-21 |
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