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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-01 |
Branch Locations
5960 Berkshire Ln Suite 1150, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellison Christopher, Llc | Plano | TX | 08/2004 | Present |
| Lpl Financial, Llc | Dallas | TX | 08/2016 | 05/2022 |
| Visionpoint Advisory Group | Dallas | TX | 09/2016 | 05/2022 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 06/2022 | Present |
| Beacon Pointe Insurance Services | Dallas | TX | 06/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2023 | Present |
1. Beacon Pointe Advisors, LLC; Yes; 5960 Berkshire Ln Ste 1150 Dallas, TX 75225; RIA; Senior Wealth Advisor; 06/2022; 160; 130; Financial Planning and Portfolio Management. 2. Fixed Insurance; Yes; 5960 Berkshire Ln Ste 1150 Dallas, TX 75225; Fixed / Traditional Insurance; Agent; 10/2023; 10; 10; Sales of Fixed / Traditional insurance products. 3. Ellison Christopher, LLC; No; 5851 Legacy Cir Plano, TX 75024; Benefits consulting; Owner; 08/2004; 10; 10; Employee benefits consultant. 4. Beacon Pointe Insurance Services, LLC; Yes; 24 Corporate Plaza Dr., STE., 150 Newport Beach, CA, 92660; Insurance Agency; Agent; 06/2022; 10; 10; Sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-03 |
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