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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-07-19 |
Branch Locations
3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 10/2020 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 10/2020 | 03/2026 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
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