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Sarah Elizabeth Equils

Beacon Pointe Advisors, LLC

Summit, NJ

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-04-27
  • NJ RA
    APPROVED
    Since 2026-04-27

Branch Locations

47 Maple Street Suite 306, Summit, NJ 07901 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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 Summit NJ 01/2026 Present
Lighthouse Financial Advisors Red Bank NJ 07/2023 11/2025
Monmouth County Department Of Health And Human Services Freehold NJ 10/2022 07/2023
Pnc Bank Freehold NJ 01/2022 10/2022
Bb&T Bank/Truist Spring Lake NC 08/2021 12/2021
Unemployed Spring Lake NC 01/2016 08/2021
  • 01/2026 → Present
    Beacon Pointe Advisors, Llc
    Summit, NJ
  • 07/2023 → 11/2025
    Lighthouse Financial Advisors
    Red Bank, NJ
  • 10/2022 → 07/2023
    Monmouth County Department Of Health And Human Services
    Freehold, NJ
  • 01/2022 → 10/2022
    Pnc Bank
    Freehold, NJ
  • 08/2021 → 12/2021
    Bb&T Bank/Truist
    Spring Lake, NC
  • 01/2016 → 08/2021
    Unemployed
    Spring Lake, NC
Designations
Other Names
  • Sarah Elizabeth Schaefer

View on SEC IAPD

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Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

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