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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2021-10-14 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
6263 N Scottsdale Road Suite 295, Scottsdale, AZ 85250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Virginia Beach | VA | 06/2011 | 07/2017 |
| Massachusetts Mutual Life Insurance Company | Virginia Beach | VA | 08/2017 | 04/2018 |
| Mml Investors Services, Llc | Virginia Beach | VA | 08/2017 | 04/2018 |
| Stonegate Capital Advisors | Scottsdale | AZ | 04/2018 | Present |
| Crown Capital Securities, Lp | Orange | CA | 01/2019 | Present |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 10/2021 | Present |
| Beacon Pointe Insurance Services | Scottsdale | AZ | 04/2019 | 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: 04/2019; 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 | 2011-11-03 |
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