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Alexandra Nicole Schmidt

Beacon Pointe Advisors, LLC

Newport Beach, CA

Denver, CO

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-08-31
  • CO RA
    APPROVED
    Since 2021-08-31

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

2000 South Colorado Tower Two, Suite 1150, Denver, CO 80222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Investment Advisors Denver CO 03/2018 08/2021
Fine Expectations, Llc Naples FL 06/2017 03/2018
Hair Ventures, Llc New York NY 12/2016 07/2017
Student Naples FL 01/2011 12/2016
Beacon Pointe Advisors, Llc Denver CO 08/2021 04/2023
Beacon Pointe Advisors, Llc Denver CO 04/2023 04/2024
Beacon Pointe Advisors, Llc Denver CO 04/2024 Present
Previous Registrations
  • 2021-02-26 → 2021-08-26
    Northstar Investment Advisors Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-09
  • S65 Uniform Investment Adviser Law Examination
    2021-02-09
Other Names
  • Lexi Schmidt

View on SEC IAPD

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