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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-24 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
135 S Main St Suite 1000, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilbert High School | Gilbert | SC | 06/2016 | 05/2020 |
| Cool Pros Heating And Ac | Lexington | SC | 04/2019 | 06/2022 |
| Clemson University | Clemson | SC | 08/2020 | 05/2023 |
| The Scotts Miracle-Gro Company | Clemson | SC | 03/2022 | 05/2023 |
| Beacon Pointe Advisors, Llc | Greenville | SC | 06/2023 | 03/2026 |
| Beacon Pointe Advisors, Llc | Greenville | SC | 04/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Greenville | SC | 03/2025 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 03/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
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