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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| CA | RA | APPROVED | 2019-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 06/2017 | Present |
| Northwestern Mutual | Irvine | CA | 05/2016 | 09/2016 |
| Oklahoma State University | Stillwater | OK | 08/2013 | 12/2016 |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 06/2018 | Present |
| Unemployed | Irvine | CA | 01/2017 | 05/2017 |
BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 06/2018 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).
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