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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-14 |
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 |
|---|---|---|---|---|
| Louisiana State University | Baton Rouge | LA | 08/2015 | 05/2019 |
| Cajun Industries | New Orleans | LA | 05/2017 | 08/2017 |
| Cbd Wealth Management Llc | Metairie | LA | 05/2018 | 11/2020 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 11/2020 | 08/2022 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 04/2026 | Present |
| Beacon Pointe Advisors, Llc | Metairie | LA | 08/2022 | 03/2026 |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 11/2020 | 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: 11/2020; 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 | 2022-07-14 |
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