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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED | 2020-11-30 |
Branch Locations
3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 11/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 06/2022 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 11/2020 | Present |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 11/2020 | Present |
1) BEACON POINTE INSURANCE SERVICES,LLC. LICENSED INSURANCE AGENT, NOT INVESTMENT-RELATED. MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE), START 11/2020, APPROXIMATELY 5 HRS/MO MONTH-ALL DURING TRADING HOURS. 2) CBDQ, LLC. NOT INVESTMENT-RELATED.3421 N. Causeway Blvd, Suite 800, Metairie, LA 70002. LLC TO HOLD REAL ESTATE. OWNER. START 02/2015. 1 HRS/MO - ALL DURING TRADING HOURS. PART OWNER OF A REAL ESTATE HOLDING COMPANY. (3) Borowa, LLC, Not Investment-related; 3421 N Causeway Blvd Suite 800, Metairie, LA 70002; LLC ownership interest in real property; Position/Title: LLC Member; Start date: 03/01/2020; 0 HRS/MO during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-11-05 |
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