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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-17 |
Branch Locations
122 W Market St, Warsaw, IN 46580 • 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 |
|---|---|---|---|---|
| Linsco/Private Ledger | Warsaw | IN | 09/2004 | 06/2025 |
| Beacon Pointe Advisors Llc | Warsaw | IN | 06/2025 | Present |
| Beacon Pointe Insurance Services, Llc | Warsaw | IN | 06/2025 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-12 |
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