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Mark Vincent Mathers

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2016-01-13
  • MA RA
    APPROVED
    Since 2016-01-13

Branch Locations

400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beacon Pointe Wealth Advisors, Llc Newport Beach CA 08/2015 03/2020
Beacon Pointe Advisors, Llc Newport Beach CA 10/2015 03/2020
Beacon Pointe Advisors, Llc Waltham MA 04/2020 Present
Previous Registrations
  • 2016-01-04 → 2020-04-27
    Beacon Pointe Wealth Advisors, Llc
    Waltham, MA
    Newport Beach, CA
  • 2014-11-14 → 2015-02-05
    Svb Wealth
    Boston, MA
  • 2013-08-13 → 2014-11-26
    Banyan Partners, Llc
    Boston, MA
  • 2010-10-29 → 2013-08-07
    Silver Bridge
    Boston, MA
  • 2009-01-02 → 2010-09-09
    Raymond James Financial Services Advisors, Inc
    Saint Petersburg, FL
    Boston, MA
  • 2006-11-03 → 2009-01-02
    Raymond James Financial Services, Inc.
    Boston, MA
  • 2006-03-06 → 2006-10-20
    Lpl Financial Llc
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-29
S63 Uniform Securities Agent State Law Examination 1996-07-08
  • S65 Uniform Investment Adviser Law Examination
    1999-11-29
  • S63 Uniform Securities Agent State Law Examination
    1996-07-08
Designations

View on SEC IAPD

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