Best Investors Account Sign in
Inactive

Matthew Chrisman Thompson

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, CA

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-17
  • TX RA
    APPROVED
    Since 2024-12-17

Branch Locations

5960 Berkshire Ln, Suite 1150, Dallas, TX 75225 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Lee & Associates, Llc Dallas TX 09/2015 09/2021
Whiterock Wealth Management Co. Dallas TX 09/2021 12/2024
Beacon Pointe Advisors, Llc Dallas TX 12/2024 Present
  • 09/2015 → 09/2021
    Lee & Associates, Llc
    Dallas, TX
  • 09/2021 → 12/2024
    Whiterock Wealth Management Co.
    Dallas, TX
  • 12/2024 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
Previous Registrations
  • 2021-09-21 → 2024-12-02
    Gurun Investment Advisors, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-02
  • S65 Uniform Investment Adviser Law Examination
    2021-06-02
Other Names
  • Mathew Chrisman Thompson
  • Matt Thompson

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor