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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-25 |
Branch Locations
1676 North California Boulevard Suite 200, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| Lpl Financial | Walnut Creek | CA | 02/2013 | 03/2025 |
| Wcg Wealth Advisors, Llc | Walnut Creek | CA | 11/2015 | 03/2025 |
| Beacon Pointe Advisors Llc | Pleasant Hill | CA | 03/2025 | 06/2026 |
| Beacon Pointe Insurance Services Llc | Pleasant Hill | CA | 03/2025 | 06/2026 |
| Beacon Pointe Advisors, Llc | Walnut Creek | CA | 06/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Walnut Creek | CA | 06/2026 | Present |
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: 03/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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