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Logan Patrick Robertson

Beacon Pointe Advisors, LLC

Newport Beach, CA

Scottsdale, AZ

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-11
  • AZ RA
    APPROVED
    Since 2023-04-11

Branch Locations

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

16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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
Tempe Boat Rentals Tempe AZ 02/2018 12/2018
Versant Capital Management Phoenix AZ 01/2019 12/2020
Versant Capital Management Phoenix AZ 01/2021 10/2022
Arizona State University Tempe AZ 08/2016 08/2020
Beacon Pointe Advisors, Llc Scottsdale AZ 01/2023 03/2024
Unemployed Scottsdale AZ 10/2022 01/2023
Beacon Pointe Advisors, Llc Scottsdale AZ 03/2024 Present
  • 02/2018 → 12/2018
    Tempe Boat Rentals
    Tempe, AZ
  • 01/2019 → 12/2020
    Versant Capital Management
    Phoenix, AZ
  • 01/2021 → 10/2022
    Versant Capital Management
    Phoenix, AZ
  • 08/2016 → 08/2020
    Arizona State University
    Tempe, AZ
  • 01/2023 → 03/2024
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
  • 10/2022 → 01/2023
    Unemployed
    Scottsdale, AZ
  • 03/2024 → Present
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-16
  • S65 Uniform Investment Adviser Law Examination
    2021-09-16
Designations
Other Names
  • Logan Robertson

View on SEC IAPD

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