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Dylan Jacob Brooks

Beacon Pointe Advisors, LLC

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 2025-03-05
CA RA APPROVED 2019-06-17
  • TX RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2019-06-17

Branch Locations

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 08/2017 09/2019
Dartmouth College Hanover NH 10/2013 06/2017
Beacon Pointe Advisors, Llc Newport Beach CA 09/2019 01/2021
Beacon Pointe Advisors, Llc Newport Beach CA 01/2021 03/2026
Beacon Pointe Advisors, Llc Newport Beach CA 04/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-17
  • S65 Uniform Investment Adviser Law Examination
    2019-06-17
Designations

View on SEC IAPD

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