Douglas Igel

2850 Golf Road, Rolling Meadows, IL 60008 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-01

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Beacon Pointe Advisors, Llc	Newport Beach	CA	03/2016	10/2019
Beacon Pointe Insurance Services, Llc	Newport Beach	CA	03/2016	10/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Newport Beach	CA	10/2019	11/2022
Bank Of America, N.A	Newport Beach	CA	12/2019	11/2022
Burnham Gibson Wealth Advisors, Llc	Irvine	CA	11/2022	08/2023
Global Retirement Partners, Llc	San Rafael	CA	11/2023	09/2025
Gallagher Fiduciary Advisors, Llc	Irvine	CA	10/2025	Present

03/2016 → 10/2019

Beacon Pointe Advisors, Llc

Newport Beach, CA
03/2016 → 10/2019

Beacon Pointe Insurance Services, Llc

Newport Beach, CA
10/2019 → 11/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
12/2019 → 11/2022

Bank Of America, N.A

Newport Beach, CA
11/2022 → 08/2023

Burnham Gibson Wealth Advisors, Llc

Irvine, CA
11/2023 → 09/2025

Global Retirement Partners, Llc

San Rafael, CA
10/2025 → Present

Gallagher Fiduciary Advisors, Llc

Irvine, CA

2023-11-12 → 2025-10-06

Global Retirement Partners Llc

Irvine, CA

San Rafael, CA
2022-12-16 → 2023-08-18

The Baldwin Group Wealth Advisors, Llc

Tampa, FL
2019-11-05 → 2022-11-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Newport Beach, CA
2016-03-23 → 2019-11-05

Beacon Pointe Advisors, Llc

Newport Beach, CA
2010-04-20 → 2016-03-04

Precept Advisory Group Llc

Irvine, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-01-29
S65	Uniform Investment Adviser Law Examination	2010-04-19

Other Firms