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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-27 |
| IL | RA | APPROVED | 2023-01-30 |
Branch Locations
5215 Old Orchard Road Suite 270, Skokie, IL 60077 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Bloomfield Hills | MI | 07/1998 | 01/2023 |
| Michigan Financial Advisors Corp | Bloomfield Hills | MI | 02/1997 | 12/2022 |
| Strategic Financial Designs, Inc. | Northfield | IL | 05/2018 | 07/2019 |
| Beacon Pointe Advisors, Llc | Skokie, Il | IL | 01/2023 | Present |
| Beacon Pointe Insurance Services, Llc | Skokie | IL | 01/2023 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; StartDate:01/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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