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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED_RES | 2022-01-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1943 Morrill St Suite 1, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc. | Sarasota | FL | 08/2018 | 01/2022 |
| Hh Staffing Services | Sarasota | FL | 08/2014 | 07/2018 |
| Southern Trust Financial Planning, Inc. | Sarasota | FL | 01/2019 | 01/2022 |
| Beacon Pointe Advisors, Llc | Sarasota | FL | 01/2022 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 01/2022 | 03/2023 |
| Beacon Pointe Insurance Services Llc | Sarasota | FL | 01/2022 | Present |
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).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-15 |
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