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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
TX RA APPROVED_RES 2025-03-06
  • CA RA
    APPROVED
    Since 2026-01-02
  • TX RA
    APPROVED_RES
    Since 2025-03-06

Branch Locations

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

900 E. Hamilton Avenue, Suite 120, Campbell, CA 95008 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. Walnut Creek CA 10/2015 11/2020
Beacon Pointe Advisors, Llc Campbell CA 12/2020 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-11-04
S65 Uniform Investment Adviser Law Examination 1993-08-16
  • S63 Uniform Securities Agent State Law Examination
    2005-11-04
  • S65 Uniform Investment Adviser Law Examination
    1993-08-16
Designations
Other Names
  • Gregory Taylor
  • Gregory V Taylor
  • Greg Taylor

View on SEC IAPD

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