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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-24 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
135 South Main Street Suites 900 & 1000, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolinas Wealth Management Group | Greensville | SC | 05/2007 | 10/2017 |
| Capital Design Associates Group, Inc. D/B/A Cda Group | Greensville | SC | 10/2017 | 01/2020 |
| Capital Design Associates Group, Inc. D/B/A Cda Group | Greensville | SC | 03/2019 | Present |
| Beacon Pointe Advisors, Llc | Greenville | SC | 01/2020 | Present |
| Beacon Pointe Insurance Services, Llc | Greenville | SC | 01/2021 | Present |
1)BEACON POINTE INSURANCE SERVICES, LLC., NOT INVESTMENT-RELATED, MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR.,SUITE 150, NEWPORT BEACH, CA 92660. TITLE: LICENSED INSURANCE AGENT. START DATE: 01/01/2021 TIME SPENT APPROXIMATELY 10 HOURS PER WEEK DUTIES: LIFE INSURANCE, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-02 |
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