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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-11-30 |
| TX | RA | APPROVED_RES | 2020-11-30 |
Branch Locations
3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 11/2020 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 11/2020 | Present |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 11/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2020 | 06/2022 |
(1) Beacon Point Advisors. Investment Related. 3421 N. Causeway Blvd, Metairie LA 70002 . RIA, Financial Advisor. Start 11/2020. 160/mo, 160hrs/mo during trading hours. Financial advisor; (2) BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 11/2020 TO PRESENT. 10 HRS/MONTH.; (3) CBDQ, LLC. Non-Investment Related. 3421 N. Causeway Blvd, Metairie, LA 70002. LLC to hold real estate. Owner. Start 2/2015. 1hrs/mo, all during trading hours. Part owner of real estate holding company. (4) BOROWA, LLC. Non-investment Related; 3421 N. Causeway Blvd, Metairie LA 70002; Holds real estate and other personal private investments; Position/Title: Member; Start date: 01/2019; Passive Interest; 0 HRS/MO during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-30 |
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