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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-04-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2002 | Present |
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 07/2009 | 03/2020 |
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 08/2017 | 03/2020 |
| Port Street Investments, Llc | Newport Beach | CA | 07/2013 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2002 | 08/2017 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 08/2017 | Present |
1)PORT STREET INVESTMENTS, LLC, YES, INVESTMENT-RELATED, 24 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA 92660; MANAGER; RELATED ADVISORY FIRM; 7/2013; 10 HOURS PER MONTH; 10 HOURS DURING TRADING. 4)PACIFIC MERCANTILE BANK, NOT INVESTMENT-RELATED; NEWPORT BEACH, CA; MEMBER OF BANK BOARD, 05/2019 TO PRESENT; APPROXIMATELY 5 HOURS PER MONTH (DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-15 |
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