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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-12 |
Branch Locations
135 South Main Street Suites 900 & 1000, Greenville, SC 29601 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cda Group | Greenville | SC | 11/2009 | Present |
| Beacon Pointe Advisors, Llc | Greenville | SC | 01/2021 | Present |
| Beacon Pointe Insurance Services, Llc | Greenville | SC | 01/2021 | 07/2025 |
JDS HOLDINGS, LLC; GREENVILLE, SC; INVESTMENT RELATED: NO - OPERATIONAL CATTLE FARM; TITLE: OWNER/MANAGING MEMBER; START DATE: 2009; HRS WORKED: 20 HRS/MTH; HRS WORKED DURING BUSINESS TRADING: 0 HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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