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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| CA | RA | APPROVED | 2024-10-25 |
Branch Locations
2021 The Alameda, Suite 390, San Jose, CA 95126 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc | San Jose | CA | 07/2011 | 06/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 11/2011 | 06/2020 |
| Thrivent Advisor Network, Llc | San Jose | CA | 06/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 06/2025 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Advisors | San Jose | CA | 10/2024 | Present |
| Beacon Pointe Insurance Services, Llc | San Jose | CA | 10/2024 | 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: 10/2024; 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 | 2011-10-07 |
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