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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-28
  • FL RA
    APPROVED
    Since 2025-08-28

Branch Locations

1400 W Fairbanks Ave Suite 202, Winter Park, FL 32789 • 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 Winter Park FL 01/2025 03/2026
Interlachen Country Club Winter Park FL 08/2024 12/2024
University Of Central Florida Orlando FL 08/2021 05/2024
Amazon Lenexa KS 11/2020 04/2021
Johnson County Cc Overland Park KS 08/2019 05/2021
Fred Arbanas Golf Course Longview MO 06/2017 08/2017
Lees Summit West High School Lees Summit MO 08/2015 06/2019
Beacon Pointe Advisors, Llc Winter Park FL 04/2026 Present
  • 01/2025 → 03/2026
    Winter Park, FL
  • 08/2024 → 12/2024
    Interlachen Country Club
    Winter Park, FL
  • 08/2021 → 05/2024
    University Of Central Florida
    Orlando, FL
  • 11/2020 → 04/2021
    Amazon
    Lenexa, KS
  • 08/2019 → 05/2021
    Johnson County Cc
    Overland Park, KS
  • 06/2017 → 08/2017
    Fred Arbanas Golf Course
    Longview, MO
  • 08/2015 → 06/2019
    Lees Summit West High School
    Lees Summit, MO
  • 04/2026 → Present
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-19
  • S65 Uniform Investment Adviser Law Examination
    2025-08-19

View on SEC IAPD

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