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Haley Rebekah Rodriques

Beacon Pointe Advisors, LLC

Plano, TX

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
TX RA APPROVED 2021-05-21
  • TX RA
    APPROVED
    Since 2021-05-21

Branch Locations

5810 Tennyson Pkwy Suite 525, Plano, TX 75024 • 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
D.R. Saur Financial, Inc. Dallas TX 05/2012 04/2021
Beacon Pointe Advisors, Llc Plano TX 04/2021 Present
Previous Registrations
  • 2012-06-11 → 2021-04-21
    D.R. Saur Financial, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-10
  • S65 Uniform Investment Adviser Law Examination
    2012-06-10
Designations
Other Names
  • Haley Rebekah Richards

View on SEC IAPD

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