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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-29 |
Branch Locations
6811 Benjamin Franklin Dr., Columbia, MD 21046 • 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 |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2015 | 02/2020 |
| Keeney Financial Group Inc. | Columbia | MD | 11/2015 | 02/2024 |
| Triad Advisors | Norcross | GA | 02/2020 | 01/2024 |
| Beacon Pointe Advisors | Columbia | MD | 02/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Columbia | MD | 02/2024 | 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: 02/2024; 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 | 2018-07-03 |
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