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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-03 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
8900 Keystone Crossing Suite 610, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Western Trust Bank | Fort Collins | CO | 04/2004 | 09/2023 |
| Lion Street Financial, Llc | Fort Collins | CO | 06/2015 | 09/2023 |
| Beacon Pointe Advisors Llc | Indianapolis | IN | 09/2023 | 11/2024 |
| Beacon Pointe Advisors Llc | Indianapolis | IN | 11/2024 | Present |
| Beacon Pointe Insurance Services Llc | Indianapolis | IN | 11/2024 | Present |
(1.) SUSAN E. BEHR ILIT | | HOURS PER MONTH 1 | NATURE OF BUSINESS : TRUSTEE - | START DATE: 11/1/2005 12:00:00 AM +00:00 (2.) PAUL C. BEHR ILIT, TRUSTEE ON INSURANCE TRUST FOR FAMILY MEMBER, 0.25 HOURS PER MONTH, STARTED 02/2012 (3.) 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: 11/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-03-02 |
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