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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Comprehensive Brokerage | Plymouth | MN | 11/2008 | 08/2017 |
| The Leaders Group Inc | Littleton | CO | 11/2010 | 08/2017 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 08/2017 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 08/2017 | Present |
1. Scott A. Plamondon, not investment-related, Location: 27212 Stagewood Court, Laguna Hills, CA 92653, Nature of Business: Fixed Annuities, Life Insurance, Health Insurance, Role: Owner, Duties: Services related to servicing renewals, Hours/Month: Approximately 5 hours per month during non-trading hours. 2. BEACON POINTE INSURANCE SERVICES, LLC. LICENSED INSURANCE AGENT. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). VICE PRESIDENT & AGENT. 08/2017 TO PRESENT. APPROX 140 HRS/MONTH. 140 HRS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
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