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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

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

5960 Berkshire Ln, Suite 1150, Dallas, TX 75225 • 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
Full Time Student Chandler AZ 08/2015 08/2019
Full Time Student Phoenix AZ 08/2019 04/2022
Salty Lash Phoenix AZ 06/2021 05/2022
Muse Apparel Phoenix AZ 02/2021 04/2022
Grand Canyon University Phoenix AZ 05/2022 04/2024
Free People Dallas TX 04/2024 06/2024
Whiterock Wealth Management Dallas TX 06/2024 12/2024
Beacon Pointe Advisors, Llc Dallas TX 12/2024 Present
  • 08/2015 → 08/2019
    Full Time Student
    Chandler, AZ
  • 08/2019 → 04/2022
    Full Time Student
    Phoenix, AZ
  • 06/2021 → 05/2022
    Salty Lash
    Phoenix, AZ
  • 02/2021 → 04/2022
    Muse Apparel
    Phoenix, AZ
  • 05/2022 → 04/2024
    Grand Canyon University
    Phoenix, AZ
  • 04/2024 → 06/2024
    Free People
    Dallas, TX
  • 06/2024 → 12/2024
    Whiterock Wealth Management
    Dallas, TX
  • 12/2024 → Present
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13

View on SEC IAPD

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