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Valerie Isabel Marquez

Beacon Pointe Advisors, LLC

Carrollton, 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 2025-01-07
  • TX RA
    APPROVED
    Since 2025-01-07

Branch Locations

Carrollton, TX • 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
Jp Morgan Chase Dallas TX 02/2015 10/2017
Tolleson Wealth Management Dallas TX 11/2017 02/2022
Ellevest Carrollton TX 03/2022 12/2024
Beacon Pointe Advisors, Llc Plano TX 12/2024 03/2026
Beacon Pointe Advisors, Llc Carollton TX 04/2026 Present
Previous Registrations
  • 2022-12-07 → 2025-01-06
    Ellevest
    New York, NY
    Carrollton, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-07
S63 Uniform Securities Agent State Law Examination 2015-05-06
  • S65 Uniform Investment Adviser Law Examination
    2022-12-07
  • S63 Uniform Securities Agent State Law Examination
    2015-05-06
Other Names
  • Valeria Isabel Marquez-Robles
  • Valerie Isabel Marquez
  • Valerie Isabel Marquez-Salceda
  • Valerie Salceda

View on SEC IAPD

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