Inactive

Jonathan E. Shumate

Beacon Pointe Advisors, LLC

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-26
NC	RA	APPROVED	2022-02-28

TX RA
APPROVED

Since 2025-02-26
NC RA
APPROVED

Since 2022-02-28

Branch Locations

5950 Fairview Rd Suite 500, Charlotte, NC 28210 • 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

Organization	City	State	From	To
Genspring Family Offices, Llc	Charlotte	NC	06/2004	10/2016
Altavista Wealth Management	Charlotte	NC	11/2016	01/2022
Beacon Pointe Advisors, Llc	Charlotte	NC	02/2022	Present

06/2004 → 10/2016

Genspring Family Offices, Llc

Charlotte, NC
11/2016 → 01/2022

Altavista Wealth Management

Charlotte, NC
02/2022 → Present

Beacon Pointe Advisors, Llc

Charlotte, NC

Previous Registrations

2016-12-08 → 2022-02-24

Altavista Wealth Management, Inc.

Charlotte, NC

Asheville, NC
2009-05-07 → 2016-12-12

Gfo Advisory Services, Llc

Charlotte, NC
2011-01-07 → 2011-03-30

Genspring Charleston, Llc

Palm Beach Gardens, FL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-03-01

S63 Uniform Securities Agent State Law Examination

2000-03-01

Designations

View on SEC IAPD

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