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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| CA | RA | APPROVED | 2024-10-16 |
Branch Locations
123 S. Marengo Ave. Suite 200, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Bridge Advisory (F/K/A Penniall & Associates) | Pasadena | CA | 03/2008 | 09/2024 |
| United Planners' Financial Services | Scottsdale | AZ | 08/2009 | 12/2018 |
| Beacon Pointe Advisors, Llc | Pasadena | CA | 10/2024 | Present |
| Beacon Pointe Insurance Services | Pasadena | CA | 10/2024 | Present |
BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No 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: 10/2024 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident) ELIZABETH HOUSE INVESTMENT RELATED: No ADDRESS: 559 N El Molino Ave, Pasadena, CA 91101 NATURE OF BUSINESS: Non Profit POSITION/TITLE: Board of Directors Secretary START DATE: 10/2019 HRS/MO DURING SECURITIES TRADING HOURS: 0 DUTIES: Charitable work raising funds, as secretary taking meeting notes, help with events, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-24 |
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