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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-07
  • CA RA
    APPROVED
    Since 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

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
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
Previous Registrations
  • 2019-01-07 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Los Angeles, CA
    Newport Beach, CA
  • 2016-05-17 → 2019-01-07
    Los Angeles, CA
    Newport Beach, CA
  • 2015-05-12 → 2016-04-29
    Santa Monica, CA
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-12
  • S66 Uniform Combined State Law Examination
    2015-05-12
Other Names
  • Indya Maree Talbot

View on SEC IAPD

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