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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-20 |
Branch Locations
5810 Tennyson Pkwy. Suite 525, Plano, TX 75024 • United States
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 |
|---|---|---|---|---|
| D.R. Saur Financial, Inc. | Dallas | TX | 10/1993 | 05/2021 |
| Kalos Capital, Inc. | Alpharetta | GA | 04/2008 | 12/2019 |
| Beacon Pointe Advisors, Llc | Plano | TX | 04/2021 | Present |
| Beacon Pointe Insurance Services, Llc | Plano | TX | 04/2021 | Present |
1) BEACON POINTE INSURANCE SERVICES, LLC., INVESTMENT-RELATED, MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., SUITE 150, NEWPORT BEACH, CA 92660. TITLE: LICENSED INSURANCE AGENT. START DATE: 04/2021:TIME SPENT APPROXIMATELY 10 HOURS PER WEEK DUTIES: LIFE INSURANCE, DISABILITY INSURANCE AND LONG-TERM CARE INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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