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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-30 |
| LA | RA | APPROVED | 2020-11-25 |
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 |
|---|---|---|---|---|
| Adt Holdings, Llc/Tillman Capital Management, Llc | River Ridge | LA | 01/2009 | 09/2016 |
| Cbd Wealth Management | Metairie | LA | 06/2016 | 11/2020 |
| Commonwealth Financial Network | Waltham | MA | 07/2016 | 11/2020 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 11/2020 | 04/2023 |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 11/2020 | Present |
| Beacon Pointe Advisors, Llc | Metairie | LA | 04/2023 | Present |
1)BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 11/2020 TO PRESENT. 5 HRS/MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-08 |
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