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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-29 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
6600 Snider Plaza Suite 210, Dallas, TX 75205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Private Wealth Management, Llc | Dallas | TX | 04/2014 | 12/2022 |
| Innovation Partners Llc | Charlotte | NC | 02/2015 | 12/2018 |
| Innovation Partners | Charlotte | NC | 12/2020 | 01/2024 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 07/2022 | Present |
| Beacon Pointe Insurance Services Llc | Dallas | TX | 07/2022 | 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: 07/2022; 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 | 2012-04-05 |
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