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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-06-03 |
| FL | RA | APPROVED | 2026-04-02 |
| TX | RA | APPROVED | 2026-02-10 |
Branch Locations
1550 W. Cleveland, Tampa, FL 33606 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Tampa | FL | 06/2013 | 10/2021 |
| Stephens Consulting, Llc | Tampa | FL | 10/2021 | 01/2026 |
| Beacon Pointe Advisors, Llc | Tampa | FL | 01/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Tampa | FL | 01/2026 | Present |
(1) 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: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Womens Leadership Alliance, Not investment-related. Address: Saint Petersburg, FL. Position/Title: Co-chair of Florida Ambassadors; Start Date: 06/2025; Hrs/Mo During trading hours: 0 hrs/mo; Duties: Lead quarterly meetings for the state of Florida. (3) Courtyards of Tampa HOA, Non investment-related. Address: Tampa, FL. Position/Title: Vice President; Start Date: 07/2022; Hrs/Mo During Trading hours: 0 hrs/mo; Duties: Property Manager (4) Friendly Tarpon, Non investment-related. Address: Tampa, FL. Position/Title: Member; Start Date: 01/2026; Hrs/Mo During Trading hours: 0 hrs/mo: Duties: Membership (5) Daughters of Revolution, Non-investment related. Address: Tampa, FL. Position/Title: Member; Start Date: 01/2024; Hrs/Mo During Trading hours: 0 hrs/mo; Duties: Membership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-17 |
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