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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-06 |
| LA | RA | APPROVED | 2022-09-12 |
Branch Locations
3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • United States
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 | Metairie | LA | 05/2026 | Present |
| Michel Legrand | Metairie | LA | 02/2016 | 08/2022 |
| Northwestern Mutual Investment Services Llc | Metairie | LA | 02/2016 | 08/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2016 | 08/2022 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 09/2022 | 05/2026 |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 09/2022 | 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; NATURE OF BUSINESS: Insurance Agency; POSITION/TITLE: Agent; START DATE: 9/8/2022; HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. ; DUTIES: Sale of insurance products (life/health/accident) (2) St Aloysius Century Foundation; Investment related; Address: 4401 Elysian Fields Ave, New Orleans, LA 70122; Nature of Business: St Aloysius Century Foundation manages foundation money that is ultimately used to help fund projects to help better Brother Martin High School. ; Role/Title: Board Member ; Start date: 07/01/2026; 1 HR/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Board member that will help make decisions on how to manage and disburse the St Aloysius Century Foundation money.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-29 |
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