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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-08 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Carlsbad | CA | 02/2016 | 01/2022 |
| Securities America Advisors | Carlsbad | CA | 02/2016 | 01/2022 |
| Beacon Pointe Advisors, Lcc | Carlsbad | CA | 01/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 03/2022 | 09/2024 |
| Beacon Pointe Insurance Services, Llc | Carlsbad | CA | 01/2022 | Present |
1) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2022; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). 2) 1. South Coast Youth Football 2. Not investment related 3. 63 Via Pico Plaza #403, San Clemente, CA 92672 4. Youth Football 40 President 6. 1/2022 7. 4 hrs/mo 8. 0 hrs during trading 8. 0 hrs during trading 10. No compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-27 |
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