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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-04 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
3211 Shannon Road Suite 200, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Greensboro | NC | 07/2013 | 05/2019 |
| Beacon Pointe Insurance Services, Llc | Durham | NC | 05/2021 | Present |
| Dmj Wealth Advisors, Llc | Durham | NC | 05/2019 | 04/2021 |
| Beacon Pointe Advisors, Llc | Durham | NC | 05/2021 | Present |
(1) 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: 05/2021; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-18 |
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