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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-31 |
| TX | RA | APPROVED | 2023-01-30 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
365 Lake Ave B, Santa Craz, CA 95062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nexus Wealth Advisors, Llc | Santa Cruz | CA | 08/2013 | 01/2018 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 02/2017 | 05/2020 |
| Nexus Wealth Advisors, Llc | Santa Cruz | CA | 03/2020 | 12/2022 |
| Beacon Pointe Advisors | Santa Cruz | CA | 12/2022 | Present |
| Beacon Pointe Insurance Services | Santa Cruz | CA | 12/2022 | Present |
BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 1/11/23 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
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