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Michael John Beaulieu

Beacon Pointe Advisors, LLC

Newport Beach, CA

Denver, CO

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2022-01-12
  • CO RA
    APPROVED
    Since 2022-01-12

Branch Locations

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

2000 South Colorado Blvd Tower Two, Suite 1150, Denver, CO 80222 • 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
T. Rowe Price Colorado Springs CO 05/2016 05/2017
The Retirement Planning Specialists, Llc Greenwood Village CO 05/2017 01/2022
Beacon Pointe Advisors, Llc Greenwood Village CO 01/2022 03/2026
Beacon Pointe Advisors, Llc Denver CO 04/2026 Present
Previous Registrations
  • 2018-01-17 → 2022-03-03
    The Retirement Planning Specialists, Llc
    Greenwood Village, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-17
S63 Uniform Securities Agent State Law Examination 2016-09-15
  • S65 Uniform Investment Adviser Law Examination
    2018-01-17
  • S63 Uniform Securities Agent State Law Examination
    2016-09-15
Designations

View on SEC IAPD

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