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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-05-03
  • TN RA
    APPROVED
    Since 2023-05-03

Branch Locations

1715 Aaron Brenner Drive, Suite 218, Memphis, TN 38120 • 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
Raymond James & Associates, Inc. Memphis TN 08/2012 05/2017
V Tennis Memphis TN 06/2017 11/2022
Beacon Pointe Advisors, Llc Memphis TN 12/2022 04/2025
Beacon Pointe Advisors, Llc Memphis TN 04/2025 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-02
  • S65 Uniform Investment Adviser Law Examination
    2023-05-02

View on SEC IAPD

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