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Loyd Benjamin Wellman

Beacon Pointe Advisors, LLC

Bloomfield Hills, MI

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
MI RA APPROVED 2023-01-31
  • MI RA
    APPROVED
    Since 2023-01-31

Branch Locations

40900 Woodward Ave Suite 330, Bloomfield Hills, MI 48304 • 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
First Investors Corporation Southfield MI 05/2012 02/2017
Great Lakes Wealth, Llc Northville MI 02/2017 04/2018
Fsc Securities Corp Bloomfield Hills MI 04/2018 01/2023
Beacon Pointe Advisors, Llc Bloomfield Hills MI 01/2023 04/2024
Foresters Financial Services Southfield MI 07/2012 02/2017
Beacon Pointe Advisors, Llc Bloomfield Hills MI 04/2024 Present
  • 05/2012 → 02/2017
    First Investors Corporation
    Southfield, MI
  • 02/2017 → 04/2018
    Great Lakes Wealth, Llc
    Northville, MI
  • 04/2018 → 01/2023
    Fsc Securities Corp
    Bloomfield Hills, MI
  • 01/2023 → 04/2024
    Beacon Pointe Advisors, Llc
    Bloomfield Hills, MI
  • 07/2012 → 02/2017
    Foresters Financial Services
    Southfield, MI
  • 04/2024 → Present
    Beacon Pointe Advisors, Llc
    Bloomfield Hills, MI
Previous Registrations
  • 2018-04-04 → 2023-01-04
    Fsc Securities Corporation
    Bloomfield Hills, MI
  • 2017-03-17 → 2018-03-29
    Great Lakes Wealth, Llc
    Northville, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-17
S63 Uniform Securities Agent State Law Examination 2012-07-18
  • S65 Uniform Investment Adviser Law Examination
    2017-03-17
  • S63 Uniform Securities Agent State Law Examination
    2012-07-18
Designations

View on SEC IAPD

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Other Investors

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Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

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