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Inactive

Commie Stevens

Beacon Pointe Advisors, LLC

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2011-07-29
  • CA RA
    APPROVED
    Since 2011-07-29

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Advisors, Llc Newport Beach CA 07/2008 03/2020
Beacon Pointe Wealth Advisors, Llc Newport Beach CA 10/2014 03/2020
Beacon Pointe Advisors, Llc Newport Beach CA 04/2020 07/2025
Beacon Pointe Advisors, Llc Newport Beach CA 01/2016 Present
Beacon Pointe Advisors, Llc Newport Beach CA 07/2025 Present
Previous Registrations
  • 2014-10-30 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-28
  • S65 Uniform Investment Adviser Law Examination
    2011-07-28
Other Names
  • Commie Lickl

View on SEC IAPD

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