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Pierce James Halsted

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
  • TX RA
    APPROVED
    Since 2023-08-29

Branch Locations

5960 Berkshire Lane Suite 1175, 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
Ubs Financial Services Inc. Dallas TX 01/2019 08/2023
Baylor University Waco TX 08/2016 05/2019
Baylor University Waco TX 01/2017 12/2018
Baylor University Waco TX 08/2015 05/2019
Beacon Pointe Advisors Dallas TX 08/2023 Present
  • 01/2019 → 08/2023
    Ubs Financial Services Inc.
    Dallas, TX
  • 08/2016 → 05/2019
    Baylor University
    Waco, TX
  • 01/2017 → 12/2018
    Baylor University
    Waco, TX
  • 08/2015 → 05/2019
    Baylor University
    Waco, TX
  • 08/2023 → Present
    Beacon Pointe Advisors
    Dallas, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-29
  • S66 Uniform Combined State Law Examination
    2019-09-29
Designations

View on SEC IAPD

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