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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-07 |
Branch Locations
11601 Wilshire Boulevard Suite 1950, Los Angeles, CA 90025 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 05/2016 | 04/2018 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2018 | 01/2019 |
| Beacon Pointe Wealth Advisors, Llc | Los Angeles | CA | 01/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 01/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-12 |
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