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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-01
  • FL RA
    APPROVED
    Since 2020-09-01

Branch Locations

1400 W. Fairbanks Avenue Suite 202, Winter Park, FL 32789 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Ferrell Wealth Management, Inc. Winter Park FL 08/2016 03/2020
Beacon Pointe Advisors, Llc Winter Park FL 04/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-13
S66 Uniform Combined State Law Examination 2007-04-24
  • S65 Uniform Investment Adviser Law Examination
    2018-08-13
  • S66 Uniform Combined State Law Examination
    2007-04-24
Other Names
  • Paige Laverell
  • Paige Goll
  • Paige Coates Laverell
  • Paige Coates Laverell Goll

View on SEC IAPD

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