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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
3131 Camino Del Rio North Suite 370, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ingham Wealth Management | San Diego | CA | 03/2008 | 07/2024 |
| Advanced Practice Advisors, Llc | San Diego | CA | 10/2011 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2011 | 10/2018 |
| Arete Wealth Management Llc | Chicago | IL | 11/2018 | 12/2023 |
| Beacon Pointe Advisors, Llc | San Diego | CA | 12/2023 | Present |
| Beacon Pointe Insurance Services, Llc | San Diego | CA | 12/2023 | Present |
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: 12/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-11-12 |
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