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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-02-26 |
Branch Locations
12750 High Bluff Drive Suite 460, San Diego, CA 92130 • United States
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 |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 10/2014 | 10/2017 |
| Ameritas Life Insurance Corp | Lincoln | NE | 10/2014 | 10/2017 |
| 20/20 Financial Advisers Llc | San Diego | CA | 10/2014 | 02/2019 |
| 20/20 Capital Management | San Diego | CA | 06/2016 | 02/2019 |
| Beacon Pointe Advisors, Llc | San Diego | CA | 02/2019 | 02/2022 |
| Beacon Pointe Insurance Services, Llc | San Diego | CA | 02/2019 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 02/2022 | Present |
Beacon Insurance Services, LLC Not investment-related Main Office Located: 24 Corporate Plaza Dr., Ste 150, Newport Beach, CA 92660 Nature of business: Registered Investment Adviser Title: Licensed Insurance Agent Start date:02/19/2019 Hours/Month: Approximately 5 hour per month during trading hours Duties: Sale of Insurance products (Life and or Accident/Health Insurance)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-19 |
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