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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-17
  • CO RA
    APPROVED
    Since 2025-11-17

Branch Locations

2000 South Colorado Boulevard Tower Two, Suite 1150, Denver, CO 80222 • 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 Denver CO 05/2023 08/2023
Beacon Pointe Advisors Llc Denver CO 08/2024 04/2025
Full-Time Education Boulder CO 08/2020 08/2024
Full-Time Education Denver CO 09/2014 07/2020
Beacon Pointe Advisors, Llc Denver CO 04/2025 03/2026
Beacon Pointe Advisors, Llc Denver CO 04/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
Designations

View on SEC IAPD

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