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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-07
  • AZ RA
    APPROVED
    Since 2025-11-07

Branch Locations

16767 N Perimeter Dr #100, Scottsdale, AZ 85260 • 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
Bradley Wealth Scottsdale AZ 12/2023 06/2025
Hope College Holland MI 08/2022 05/2023
Wylie E. Groves High School Beverly Hills MI 08/2015 06/2019
Beacon Pointe Advisors, Llc Scottsdale AZ 10/2025 Present
Unemployed Birmingham MI 06/2025 10/2025
Unemployed Birmingham MI 05/2023 11/2023
Rocket Mortgage Detroit MI 05/2022 08/2022
Hope College Holland MI 08/2021 05/2022
The Landing Charlevoix MI 07/2021 08/2021
Minimal Living Concepts Phoenix AZ 05/2021 07/2021
Hope College Holland MI 08/2020 05/2021
Unemployed Beverley Hills MI 06/2020 08/2020
Hope College Holland MI 08/2019 05/2020
Ivf Michigan Bloomfield Hills MI 06/2019 08/2019
  • 12/2023 → 06/2025
    Bradley Wealth
    Scottsdale, AZ
  • 08/2022 → 05/2023
    Hope College
    Holland, MI
  • 08/2015 → 06/2019
    Wylie E. Groves High School
    Beverly Hills, MI
  • 10/2025 → Present
    Scottsdale, AZ
  • 06/2025 → 10/2025
    Unemployed
    Birmingham, MI
  • 05/2023 → 11/2023
    Unemployed
    Birmingham, MI
  • 05/2022 → 08/2022
    Rocket Mortgage
    Detroit, MI
  • 08/2021 → 05/2022
    Hope College
    Holland, MI
  • 07/2021 → 08/2021
    The Landing
    Charlevoix, MI
  • 05/2021 → 07/2021
    Minimal Living Concepts
    Phoenix, AZ
  • 08/2020 → 05/2021
    Hope College
    Holland, MI
  • 06/2020 → 08/2020
    Unemployed
    Beverley Hills, MI
  • 08/2019 → 05/2020
    Hope College
    Holland, MI
  • 06/2019 → 08/2019
    Ivf Michigan
    Bloomfield Hills, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-07

View on SEC IAPD

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