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Sydney Erin Wilson

Beacon Pointe Advisors, LLC

Lake Elmo, MN

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
MN RA APPROVED 2025-01-31
  • MN RA
    APPROVED
    Since 2025-01-31

Branch Locations

8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042 • 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, Llc Lake Elmo MN 10/2024 Present
Landmark Wealth Management Group Lake Elmo MN 09/2024 10/2024
Landmark Wealth Management Group Lake Elmo MN 06/2024 09/2024
University Of Minnesota -Twin Cities Minneapolis MN 09/2020 05/2024
Java Dock Cafe Port Washington WI 06/2022 01/2024
Starbucks Saukville WI 05/2021 08/2021
Firehouse Subs Grafton WI 06/2019 06/2021
Port Washington High School Port Washington WI 09/2016 06/2020
  • 10/2024 → Present
    Beacon Pointe Advisors, Llc
    Lake Elmo, MN
  • 09/2024 → 10/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 06/2024 → 09/2024
    Landmark Wealth Management Group
    Lake Elmo, MN
  • 09/2020 → 05/2024
    University Of Minnesota -Twin Cities
    Minneapolis, MN
  • 06/2022 → 01/2024
    Java Dock Cafe
    Port Washington, WI
  • 05/2021 → 08/2021
    Starbucks
    Saukville, WI
  • 06/2019 → 06/2021
    Firehouse Subs
    Grafton, WI
  • 09/2016 → 06/2020
    Port Washington High School
    Port Washington, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-31
  • S65 Uniform Investment Adviser Law Examination
    2025-01-31

View on SEC IAPD

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FRANCIS LLC · Lake Elmo, MN
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