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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
MD RA APPROVED 2024-03-06
  • TX RA
    APPROVED
    Since 2025-03-06
  • MD RA
    APPROVED
    Since 2024-03-06

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

6811 Benjamin Franklin Drive Suite 100, Columbia, MD 21046 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Triad Advisors, Inc. Norcross GA 11/2015 01/2024
Keeney Financial Group, Inc. Columbia MD 11/2015 02/2024
Beacon Pointe Insurance Services, Llc Columbia MD 02/2024 Present
Beacon Pointe Advisors, Llc Columbia MD 02/2024 Present
  • 11/2015 → 01/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 11/2015 → 02/2024
    Keeney Financial Group, Inc.
    Columbia, MD
  • 02/2024 → Present
    Beacon Pointe Insurance Services, Llc
    Columbia, MD
  • 02/2024 → Present
    Columbia, MD
Previous Registrations
  • 2015-11-21 → 2024-03-08
    Keeney Financial Group Inc.
    Columbia, MD
  • 2014-12-24 → 2015-11-19
    Columbia, MD
Other Businesses

(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: 02/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). (2) Kristian I Albornoz LLC; Address: 931 S Kenwood Ave. Baltimore MD 21224; Position/Title: Owner; Nature of Business: stockholder, holding company for equity; Start Date: 01/2024; HRS/MO During trading hours: 0hrs./Mo. Duties: Sole Owner (3) The Arc Howard County Board Member; Not-investment related; Address: 2 11735 Homewood Road Ellicott City, MD 21042; Nature of business: Commitment to the vision of a community where all people with intellectual and/or developmental disabilities (I/DD) have the opportunity to live, work, and thrive with dignity and self-determination. Role/Title: Board Member; Start Date: 07/01/2026; 3 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Actively participate in strategic planning, policy approval, and oversight of the Executive Director. Attend at least three-fourths of all Board meetings (currently held 6 times a year, per the Bylaws). Committee Meetings: Actively serve on one standing committee (e.g., Board Development, Finance, Governmental Affairs, Resource Development), requiring an average of 1-2 hours per month. Bring a diverse perspective (race, gender identity, I/DD experience, professional background, etc.) that reflects the Howard County community.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-22
  • S66 Uniform Combined State Law Examination
    2014-12-22
Designations

View on SEC IAPD

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