Best Investors Account Sign in
Inactive

Michael Harry Kane

Beacon Pointe Advisors, LLC

Newport Beach, CA

Dallas, TX

Claim This Profile
Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-04-30
  • TX RA
    APPROVED
    Since 2021-04-30

Branch Locations

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

5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • 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
Gerald L. Ray & Associates, Ltd. Dallas TX 02/2009 06/2017
Wealthstreet Investment Advisors, Llc Dallas TX 07/2017 Present
Beacon Pointe Advisors, Llc Dallas TX 04/2021 Present
  • 02/2009 → 06/2017
    Gerald L. Ray & Associates, Ltd.
    Dallas, TX
  • 07/2017 → Present
    Wealthstreet Investment Advisors, Llc
    Dallas, TX
  • 04/2021 → Present
    Beacon Pointe Advisors, Llc
    Dallas, TX
Previous Registrations
  • 2017-06-21 → 2021-09-08
    Wealthstreet Investment Advisors, Llc
    Dallas, TX
  • 2009-03-17 → 2018-03-19
    Gerald L. Ray & Associates, Ltd.
    Dallas, TX
  • 2006-04-28 → 2009-03-10
    Weisberg & Fields Inc
    Dallas, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-20
  • S63 Uniform Securities Agent State Law Examination
    1992-01-20
Designations
Other Names
  • Michael Harry Kane

View on SEC IAPD

Other Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC
RESEARCH AFFILIATES
PAAMCO PRISMA, LLC
COMPOSITION WEALTH, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna
Rebekah A. Beekie
WILLIAM BENJAMIN SHAPIRO
Austin Mascorro
Bruce Lyle
Philip Pluta

Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
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

More in Newport Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor