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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-18
  • TX RA
    APPROVED
    Since 2021-10-18

Branch Locations

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

1408 Montgomery St, Fort Worth, TX 76107 • 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
National Planning Corporation Fort Worth TX 05/2012 11/2017
Rosenthal Retirement Planning, Lp Fort Worth TX 05/2012 09/2021
Lpl Financial Llc Fort Worth TX 11/2017 09/2021
Beacon Pointe Advisors, Llc Fort Worth TX 10/2021 Present
Purshe Kaplan Sterling Investments Fort Worth TX 10/2021 12/2024
Beacon Pointe Insurance Services Fort Worth TX 10/2021 Present
  • 05/2012 → 11/2017
    National Planning Corporation
    Fort Worth, TX
  • 05/2012 → 09/2021
    Rosenthal Retirement Planning, Lp
    Fort Worth, TX
  • 11/2017 → 09/2021
    Fort Worth, TX
  • 10/2021 → Present
    Fort Worth, TX
  • 10/2021 → 12/2024
    Purshe Kaplan Sterling Investments
    Fort Worth, TX
  • 10/2021 → Present
    Beacon Pointe Insurance Services
    Fort Worth, TX
Previous Registrations
  • 2015-07-24 → 2022-02-16
    Rosenthal Advisory Services, L.P.
    Fort Worth, TX
  • 2017-11-29 → 2018-08-17
    Fort Worth, TX
    Fort Worth, TX
    Irving, TX
    Irving, TX
    Irving, TX
  • 2012-05-21 → 2017-11-29
    National Planning Corporation
    Forth Worth, TX
    Dallas, TX
    Irving, TX
  • 2008-06-12 → 2010-07-13
    National Planning Corporation
    Forth Worth, TX
  • 2009-03-09 → 2010-07-13
    Rosenthal Advisory Services, L.P.
    Fort Worth, TX
Other Businesses

1. 7/14/2020 - Rosenthal Capital Assets - Investment Related - 1408 Montgomery St, Fort Worth, TX 76107 - Real Estate Rental - Start Date: 7/9/2020 - 4 Hour Per Month/4 Hour During Securities Trading - Own and lease (lessor) property. 2. BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: YES 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: 10/1/2021 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-06-08
  • S66 Uniform Combined State Law Examination
    2008-06-08
Designations
Other Names
  • Alisha Gressett
  • Alisha Renee Gressett
  • Alisha Renee Dibello
  • Alisha Renee Dibello

View on SEC IAPD

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