Bernard Patrick Mcgloin

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-12
CA	RA	APPROVED	2023-10-23

TX RA
APPROVED_RES

Since 2025-03-12
CA RA
APPROVED

Since 2023-10-23

Branch Locations

610 Newport Center Drive Suite 280, Newport Beach, CA 92660 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Bny Mellon Wealth Management	Newport Beach	CA	10/2003	09/2023
Beacon Pointe Advisors	Newport Beach	CA	09/2023	Present

10/2003 → 09/2023

Bny Mellon Wealth Management

Newport Beach, CA
09/2023 → Present

Beacon Pointe Advisors

Newport Beach, CA

Current Employers

Beacon Pointe Advisors, Llc

Disclosures

Employment History

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews