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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2012-03-22 |
Branch Locations
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 Advisors, Llc | Newport Beach | CA | 03/2016 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 03/2016 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 04/2017 | Present |
| The Leaders Group, Inc. | Summit | NJ | 01/2026 | Present |
1.) BEACON POINTE INSURANCE SERVICES, LLC - 4/1/2017 - 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660 - Principal, Write fixed insurance business and provide operation and service support for agents/advisors, Not Invt Rel, Insurance Producer, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) JUNA CHIANG, REALTOR - 2/1/2011 - 20 Ravendale, Irvine, CA 92602 - Real Estate Broker, Handle residential real estate transactions, Not Invt Rel, Real estate transactions, 20 hrs/mo; 0 hrs/mo (during trading hours). 3.) BEACON POINTE ADVISORS, LLC - 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660 - Manger, Trading Operations, Place trades when needed, Invt Rel, Investment Advisory, 5 hrs/mo; 5 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2009-04-27 |
| S66 | Uniform Combined State Law Examination | 2005-08-10 |
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