Best Investors Account Sign in
Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-07
AZ RA APPROVED 2015-03-19
  • TX RA
    APPROVED
    Since 2025-03-07
  • AZ RA
    APPROVED
    Since 2015-03-19

Branch Locations

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States

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 Wealth Advisors, Llc Scottsdale AZ 11/2014 03/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 11/2014 03/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 04/2020 Present
Previous Registrations
  • 2015-03-19 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Scottsdale, AZ
    Newport Beach, CA
  • 2007-11-16 → 2014-11-21
    Capital Investment Counsel, Inc
    Scottsdale, AZ
    Houston, TX
  • 2004-06-03 → 2007-07-11
    Hackett Investment Advisors Inc
    Scottsdale, AZ
  • 2003-10-14 → 2004-05-03
    Your Source Financial
    Phoenix, AZ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor