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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-20
  • NC RA
    APPROVED
    Since 2026-01-20

Branch Locations

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

703 Green Valley Road, Greensboro, NC 27408 • 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 Greensboro NC 01/2024 03/2026
Bluecross Nc Durham NC 11/2014 01/2024
Beacon Pointe Advisors, Llc Greensboro NC 04/2026 Present
Designations

View on SEC IAPD

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