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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
2100 Palomar Airport Rd. Ste. 214-8, Carlsbad, CA 92011 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Boardman, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
2100 Palomar Airport Road Suite 214-8, Carlsbad, CA 92011 • United States
Boardman, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Retirement Planning Group, Inc. | Carlsbad | CA | 01/2003 | Present |
| Summit Wealth Partners, Llc | Carlsbad | CA | 12/2015 | 05/2017 |
| Adviser Alliance, Llc | Carlsbad | CA | 05/2017 | Present |
| Change Path Llc | Leawood | KS | 12/2017 | Present |
1. BEACON RETIREMENT PLANNING GROUP, INC: CARLSBAD, CA; CEO/INSURANCE AGENT; 01/2003-PRESENT; INVESTMENT RELATED; SALES OF FIXED (NON-SECURITIES) INSURANCE AND ANNUITY PRODUCTS FROM VARIOUS COMPANIES; APPROXIMATELY 110 HRS/MONTH DURING SECURITIES TRADING HOURS. 2. NAME: ADVISER ALLIANCE LLC; ADDRESS: 211 MILL CREEK DRIVE, BOARDMAN, OH 44512; START DATE: 01/2017; POSITION: ADVISER; INVESTMENT RELATED: YES; HOURS PER MONTH: TO BE UDPATED. DUTIES: PROVIDE ASSET MANAGEMENT SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-08 |
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