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Cole Howard Helton

Beacon Pointe Advisors, LLC

Newport Beach, CA

Dallas, TX

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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 2026-03-03
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

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

5960 Berkshire Lane, 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
Student Austin TX 08/2015 05/2020
Texas Tech University Waco TX 08/2020 12/2021
Mclennan Community College Waco TX 01/2022 05/2023
Baylor University Waco TX 08/2023 05/2025
Warrior Way Waco TX 08/2023 05/2024
The New Amsterdam Group Waco TX 09/2024 08/2025
Baylor University Waco TX 01/2024 05/2025
Beacon Pointe Advisors, Llc Dallas TX 09/2025 Present
  • 08/2015 → 05/2020
    Student
    Austin, TX
  • 08/2020 → 12/2021
    Texas Tech University
    Waco, TX
  • 01/2022 → 05/2023
    Mclennan Community College
    Waco, TX
  • 08/2023 → 05/2025
    Baylor University
    Waco, TX
  • 08/2023 → 05/2024
    Warrior Way
    Waco, TX
  • 09/2024 → 08/2025
    The New Amsterdam Group
    Waco, TX
  • 01/2024 → 05/2025
    Baylor University
    Waco, TX
  • 09/2025 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03

View on SEC IAPD

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