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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED | 2025-08-06 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
122 Market Street, Warsaw, IN 46975 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodlawn Hospital | Rochester | IN | 03/2012 | 05/2021 |
| Advanced Imaging Solutions | Carmel | IN | 06/2015 | 06/2019 |
| Lpl Financial Llc | Warsaw | IN | 06/2019 | 07/2025 |
| Alderfer Bergen And Co. | Warsaw | IN | 06/2019 | 07/2025 |
| Beacon Pointe Advisors, Llc | Warsaw | IN | 08/2025 | 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: 08/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-06 |
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