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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 2025-12-20
  • CA RA
    APPROVED
    Since 2025-12-20

Branch Locations

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

12750 High Bluff Drive, San Diego, CA 92130 • 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 San Diego CA 02/2024 12/2025
Zignal Labs San Francisco CA 05/2023 08/2023
Unify Consulting Kirkland WA 05/2022 08/2022
Usc Los Angeles CA 08/2019 12/2023
Bellevue High School Bellevue WA 08/2015 06/2019
Beacon Pointe Advisors San Diego CA 01/2026 Present
  • 02/2024 → 12/2025
    Beacon Pointe Advisors
    San Diego, CA
  • 05/2023 → 08/2023
    Zignal Labs
    San Francisco, CA
  • 05/2022 → 08/2022
    Unify Consulting
    Kirkland, WA
  • 08/2019 → 12/2023
    Usc
    Los Angeles, CA
  • 08/2015 → 06/2019
    Bellevue High School
    Bellevue, WA
  • 01/2026 → Present
    Beacon Pointe Advisors
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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