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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 | 2025-02-27 |
| CA | RA | APPROVED | 2013-09-11 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2013 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 07/2013 | Present |
1)THE KASSOUF FOUNDATION. NOT INVESTEMENT-RELATED, 29 GALILEO IRVINE, CA 92603. PRIVATE FOUNDATION, MEMBER OF BOARD OF DIRECTORS. VICE PRESIDENT AND SECRETARY. 01/01/1993. HRS/MONTH: 5 HRS/TRADING: 0 OBA: CA INSURANCE AGENT, 2575 MCCABE WAY SUITE 220 IRVINE CA, 0 HOURS PER MONTH/0 HRS PER TRADING; 2)LICENSED CALIFORNIA REAL ESTATE BROKER, NOT INVESTMENT RELATED, HOURS PER MONTH:0 HOURS, 0 HRS PER TRADING. 3)BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92260. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 07/2013 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-06 |
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