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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-28 |
Branch Locations
Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 08/2015 | 03/2018 |
| Beacon Pointe Wealth Advisors, Llc | Bala Cynwyd | PA | 03/2018 | 03/2020 |
| Beacon Pointe Advisors, Llc | Bala Cynwyd | PA | 03/2018 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Bala Cynwyd | PA | 07/2018 | Present |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | 04/2023 |
| Beacon Pointe Advisors, Llc | Bala Cynwyd | PA | 04/2023 | Present |
BEACON POINTE INSURANCE SERVICES, LLC., LICENSED INSURANCE AGENT, NOT INVESTMENT RELATED, MAIN OFFICE: 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE), 07/2018 TO PRESENT. 5 HRS/MONTH. ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
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