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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-24 |
Branch Locations
8665 Hudson Blvd N. Ste 100, Lake Elmo, MN 55042 • 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 |
|---|---|---|---|---|
| Bethel University | St. Paul | MN | 08/2013 | 12/2016 |
| Greater Midwest Financial Group | St. Paul | MN | 05/2016 | 12/2016 |
| Unemployed | St. Paul | MN | 01/2017 | 05/2017 |
| Thrivent Financial | Ham Lake | MN | 05/2017 | 12/2017 |
| Thrivent Investment Management Inc | Lake Elmo | MN | 09/2017 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 12/2017 | 05/2020 |
| Thrivent Advisor Network, Llc D/B/A Landmark Wealth Management | Lake Elmo | MN | 05/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 06/2025 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Advisors | Lake Elmo | MN | 10/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Lake Elmo | MN | 10/2024 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-07 |
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