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Audrey Hannah Day

Beacon Pointe Advisors, LLC

Newport Beach, CA

San Diego, 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
CA RA APPROVED 2026-05-13
  • CA RA
    APPROVED
    Since 2026-05-13

Branch Locations

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

12750 High Bluff Dr Suite 460, 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, Llc San Diego CA 11/2023 Present
Carlson Capital Management Bloomington MN 06/2022 10/2023
University Of St. Thomas St. Paul MN 09/2018 05/2022
Minnetonka High School Minnetonka MN 09/2014 05/2018
Martha Burns Swim School Golden Valley MN 05/2017 09/2017
Martha Burns Swim School Golden Valley MN 05/2018 09/2018
Martha Burns Swim School Golden Valley MN 05/2021 09/2021
Marquette Wealth Management Minneapolis MN 06/2019 08/2019
Marquette Wealth Management Minneapolis MN 06/2020 08/2020
Pearson Virtual Schools Hopkins MN 06/2021 08/2021
Altar'd State Bloomington MN 10/2019 11/2019
Birches On The Lake Long Lake MN 01/2018 02/2018
  • 11/2023 → Present
    Beacon Pointe Advisors, Llc
    San Diego, CA
  • 06/2022 → 10/2023
    Carlson Capital Management
    Bloomington, MN
  • 09/2018 → 05/2022
    University Of St. Thomas
    St. Paul, MN
  • 09/2014 → 05/2018
    Minnetonka High School
    Minnetonka, MN
  • 05/2017 → 09/2017
    Martha Burns Swim School
    Golden Valley, MN
  • 05/2018 → 09/2018
    Martha Burns Swim School
    Golden Valley, MN
  • 05/2021 → 09/2021
    Martha Burns Swim School
    Golden Valley, MN
  • 06/2019 → 08/2019
    Marquette Wealth Management
    Minneapolis, MN
  • 06/2020 → 08/2020
    Marquette Wealth Management
    Minneapolis, MN
  • 06/2021 → 08/2021
    Pearson Virtual Schools
    Hopkins, MN
  • 10/2019 → 11/2019
    Altar'd State
    Bloomington, MN
  • 01/2018 → 02/2018
    Birches On The Lake
    Long Lake, MN
Designations

View on SEC IAPD

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PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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