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Charles Lee Bowes

Beacon Pointe Advisors, LLC

Larkspur, CA

Larkspur, CA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-18
  • CA RA
    APPROVED
    Since 2025-07-18

Branch Locations

1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 • United States

Larkspur, CA • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waypoint Wealth Partners San Francisco CA 07/2009 06/2025
Beacon Pointe Advisors Llc Larkspur CA 07/2025 Present
Previous Registrations
  • 2004-06-21 → 2025-07-08
    Waypoint Wealth Partners
    San Francisco, CA
    Mill Valley, CA
    Oakland, CA
    San Francisco, CA
    San Francisco, CA
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-15
  • S65 Uniform Investment Adviser Law Examination
    2004-06-15
Designations

View on SEC IAPD

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