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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-07 |
| CA | RA | APPROVED | 2019-08-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2015 | 09/2017 |
| Questar Asset Management | Minneapolis | MN | 06/2015 | 02/2019 |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 02/2019 | 07/2019 |
| Cps Insurance Services | Newport Beach | CA | 03/2016 | 07/2019 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2019 | 04/2021 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2026 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2021 | 03/2026 |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 07/2019 | 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: 07/2019; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-25 |
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