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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2021 | 01/2022 |
| 49 Financial | Addison | TX | 03/2021 | 01/2022 |
| Thrivent Advisor Network D/B/A 49 Financial | Addison | TX | 06/2021 | 01/2022 |
| Unemployed | Frisco | TX | 07/2019 | 03/2021 |
| Altus Group | Southlake | TX | 05/2019 | 07/2019 |
| Unemployed | Frisco | TX | 07/2017 | 05/2019 |
| Improving | Plano | TX | 06/2017 | 07/2017 |
| Unemployed | Frisco | TX | 01/2017 | 06/2017 |
| Bachrach | Frisco | TX | 11/2016 | 01/2017 |
| Mgb Wealth Management, Llc | Addison | TX | 04/2022 | 02/2024 |
| Mgb Wealth Management, Llc | Addison | TX | 02/2024 | 02/2026 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 03/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Dallas | TX | 03/2026 | 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: 03/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-22 |
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