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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-08-15 |
| TX | RA | APPROVED | 2025-08-15 |
Branch Locations
122 W Market St, Warsaw, IN 46580 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Warsaw | IN | 06/1999 | 07/2025 |
| Beacon Pointe Advisors | Warsaw | IN | 08/2025 | Present |
1. Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). 2. Alderfer Bergen Real Estate - Investment Related - 122 W Market St. Warsaw, IN 46580 - Real Estate Rental - Started 06/2014 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-21 |
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