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Nathaniel Jack Spruiell

Beacon Pointe Advisors, LLC

Campbell, CA

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
CA RA APPROVED 2024-11-06
  • CA RA
    APPROVED
    Since 2024-11-06

Branch Locations

900 E. Hamilton Ave #120, Campbell, CA 95008 • 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
Beacon Pointe Advisors Campbell CA 11/2024 Present
Kane Investment Management Inc. Los Gatos CA 06/2018 03/2024
Santa Clara University Santa Clara CA 09/2021 12/2023
De Anza College Cupertino CA 09/2018 05/2021
Willow Glen High School San Jose CA 08/2014 06/2018
Unemployed San Jose CA 04/2024 10/2024
  • 11/2024 → Present
    Beacon Pointe Advisors
    Campbell, CA
  • 06/2018 → 03/2024
    Kane Investment Management Inc.
    Los Gatos, CA
  • 09/2021 → 12/2023
    Santa Clara University
    Santa Clara, CA
  • 09/2018 → 05/2021
    De Anza College
    Cupertino, CA
  • 08/2014 → 06/2018
    Willow Glen High School
    San Jose, CA
  • 04/2024 → 10/2024
    Unemployed
    San Jose, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · CAMPBELL, CA
MONTAGE CAPITAL · CAMPBELL, CA
LPL FINANCIAL LLC · CAMPBELL, CA
BEACON POINTE ADVISORS, LLC · CAMPBELL, CA
CETERA INVESTMENT ADVISERS LLC · CAMPBELL, CA
PRIVATE ADVISOR GROUP, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA
BEACON POINTE ADVISORS, LLC · Campbell, CA

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