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Jennifer R Mccosley

Beacon Pointe Advisors, LLC

Newport Beach, CA

Greensboro, NC

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-04-10
  • NC RA
    APPROVED
    Since 2023-04-10

Branch Locations

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

703 Green Valley Rd Suite 201, Greensboro, NC 27408 • 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
Triad Financial Advisors, Inc. Greensboro NC 06/2015 03/2023
Beacon Pointe Advisors Llc Greensboro NC 04/2023 Present
Previous Registrations
  • 2015-07-08 → 2023-04-06
    Triad Financial Advisors, Inc.
    Greensboro, NC
Designations
Other Names
  • Jennifer Mccosley Windsor

View on SEC IAPD

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