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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-13 |
Branch Locations
5206 Gateway Centre Suite 300, Flint, MI 48507 • 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 |
|---|---|---|---|---|
| Us Advisors Wealth Management | Flint | MI | 12/2015 | 09/2019 |
| Raymond James Financial Services, Inc. | Flint | MI | 09/2019 | 10/2021 |
| Raymond James Financial Services Advisors, Inc. | Flint | MI | 09/2019 | 10/2021 |
| Stephens Consulting, Llc | Flint | MI | 10/2021 | 12/2025 |
| Wealth Advisor | Flint | MI | 01/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Flint | MI | 01/2026 | 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: 01/2026; 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 | 2015-04-20 |
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