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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-10-03 |
Branch Locations
5810 Tennyson Parkway Suite 525, Plano, TX 75024 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ironmark Advisors, Llc | Plano | TX | 02/2006 | 03/2017 |
| Beacon Pointe Wealth Advisors, Llc | Plano | TX | 10/2016 | 03/2020 |
| Beacon Pointe Advisors, Llc | Plano | TX | 10/2016 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Plano | TX | 10/2016 | Present |
| Beacon Pointe Advisors, Llc | Plano | TX | 04/2020 | Present |
Beacon Insurance Services, LLC Not investment-related Main Office Located: 24 Corporate Plaza Dr, Ste 150, Newport Beach, CA 92660 Nature of business: Registered Investment Adviser Title: Licensed Insurance Agent Start date: 10/1/2016 Hours/Month: Approximately 5 hour per month during trading hours Duties: Sale of Insurance products (Life and or Accident/Health Insurance)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-20 |
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