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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-07 |
| SC | RA | APPROVED | 2021-02-24 |
Branch Locations
135 South Main Street Suites 900 & 1000, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| Capital Design Associates, Inc. | Greenville | SC | 03/2010 | 03/2021 |
| Beacon Pointe Advisors, Llc | Greenville | SC | 01/2021 | Present |
| Beacon Pointe Insurance Services, Llc | Greenville | SC | 01/2021 | Present |
NAME:BEACON POINTE INSURANCE SERVICES, LLC NOT INVESTMENT-RELATED ADDRESS: MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., SUITE 150 NEWPORT BEACH, CA 92660 HOURS/MO: APPROXIMATELY 10 HOURS PER MONTH TITLE: LICENSED INSURANCE AGENT DUTIES: LIFE/HEALTH/ACCIDENT INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-11 |
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