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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-14 |
| CA | RA | APPROVED | 2013-02-15 |
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 | 01/2013 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 03/2015 | Present |
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 11/2019 | 03/2020 |
BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 04/2015 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-04 |
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