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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
No disclosure categories reported as “Yes” on this SEC record.
| 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 Pointe Insurance Services, LLC Not investment-related Nature of business: Insurance Product Sales Title: Licensed Insurance Agent Main Office: 24 Corporate Plaza Dr, Ste 150, Newport Beach, CA 92660 Start date: 10/1/2016 Hours/month: Approximately 5 hours 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 | 1994-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-02 |
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