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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-04-09 |
Branch Locations
47 Maple Street Suite 306, Summitt, NJ 07901 • 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 |
|---|---|---|---|---|
| Heller Wealth Advisors, Llc | Summit | NJ | 06/2016 | 03/2019 |
| Beacon Pointe Wealth Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2019 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Summit | NJ | 04/2019 | Present |
| Beacon Pointe Advisors, Llc | Summit | NJ | 04/2020 | Present |
BEACON POINTE INSURANCE SERVICES, LLC; NOT INVESTMENT-RELATED; MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE 150, NEWPORT BEACH, CA 92660; LICENSED INSURANCE AGENT; START DATE: 04/01/2019; APPOXIMATELY 5 HOURS PER MONTH; ALL DURING TRADING HOURS; DUTIES INCLUDE THE SALE OF INSURANCE PRODUCTS (LIFE ND/OR ACCIDENT/HEALTH INSURANCE).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-03 |
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