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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-03-24
TX RA APPROVED 2021-11-22
  • LA RA
    APPROVED
    Since 2025-03-24
  • TX RA
    APPROVED
    Since 2021-11-22

Branch Locations

Houma, LA • 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
National Planning Corporation El Segundo CA 10/2015 11/2017
Rosenthal Advisory Services, Lp (Rosenthal Retirement Planning) Houma LA 01/2016 10/2021
Lpl Financial Llc Houma LA 11/2017 10/2021
Honor Private Wealth Mgt, Llc Houma LA 07/2015 10/2021
Purshe Kaplan Sterling Investments Albany NY 11/2021 Present
Beacon Pointe Advisors, Llc Fort Worth TX 11/2021 Present
  • 10/2015 → 11/2017
    National Planning Corporation
    El Segundo, CA
  • 01/2016 → 10/2021
    Rosenthal Advisory Services, Lp (Rosenthal Retirement Planning)
    Houma, LA
  • 11/2017 → 10/2021
    Houma, LA
  • 07/2015 → 10/2021
    Honor Private Wealth Mgt, Llc
    Houma, LA
  • 11/2021 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2021 → Present
    Fort Worth, TX
Previous Registrations
  • 2016-01-18 → 2022-02-16
    Rosenthal Advisory Services, L.P.
    Houma, LA
    Fort Worth, TX
    Houma, LA
  • 2017-11-29 → 2018-04-04
    Fort Worth, TX
    Houma, LA
    Fort Worth, TX
  • 2015-10-16 → 2017-11-29
    National Planning Corporation
    Forth Worth, TX
    Houma, LA
  • 2014-01-14 → 2015-10-19
    Houma, LA
  • 2012-01-10 → 2013-11-21
    Ameritas Investment Company, Llc
    Laurel, MS
    Lincoln, NE
    Houma, LA
    Lincoln, NE
  • 2008-06-13 → 2010-01-27
    Houma, LA
  • 2005-08-16 → 2007-09-19
    Rosenthal Advisory Services, L.P.
    Dallas, TX
    Irving, TX
    Fort Worth, TX
Other Businesses

1) 1. Beacon Point Advisors DBA: Honor Private Wealth Management, LLC 2. Investment related 3. 249 Sugar Highland Blvd, Houma, LA 70360 4. Amy Lynn Hammock - Financial Advisor 5. Owner/Member/Financial Advisor 6. 07/2015 7. 80 hrs/mo 8. 80 hrs during trading 9. Work as a financial advisor 2) 1. Fixed Insurance 2. Investment related 3. 249 Sugar Hill Highland Blvd., Houma, LA 70360 4. Fixed / Traditional Insurance 5. Agent 6. 11/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of Fixed / Traditional Insurance 3) 1. PKS Financial 2. Investment Related 3. 80 State St., Albany, NY 12207 4. Fixed / Traditional 5. Agent 6. 11/2021 7. 4 hrs/mo 8. 4 hrs during trading 9. Sales of Fixed / Traditional insurance products 4) 1. No Business Name 2. Investment related 3. 249 Sugar Hill Highland Blvd., Houma, LA 70360 4. Non-Variable Insurance 5. Agent 6. 06/1993 7. 4 hrs/mo 8. 2 hrs during trading 9. LTC, -non-variable insurance for my clients 5) 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: 11/2021; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-06
S63 Uniform Securities Agent State Law Examination 1993-06-09
  • S66 Uniform Combined State Law Examination
    2001-02-06
  • S63 Uniform Securities Agent State Law Examination
    1993-06-09
Designations
Other Names
  • Amy Lynn White
  • Amy Lynn Merritt
  • Amy Lynn White Merritt
  • Amy L White
  • Amy L Merritt
  • Amylynn White
  • Amy Lynn Lynn Hammock
  • Amylynn Hammock

View on SEC IAPD

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