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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| MN | RA | APPROVED | 2024-10-30 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
20700 Chippendale Ave., Suite 9, Farmington, MN 55024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Farmington | MN | 05/2011 | 11/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 04/2012 | 02/2021 |
| Thrivent Advisor Network, Llc Dba Landmark Wealth Management | Farmington | MN | 11/2020 | 08/2022 |
| Purshe Kaplan Sterling Inv | Albany | NY | 02/2021 | 06/2025 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Advisors | Farmington | MN | 10/2024 | Present |
| Beacon Pointe Insurance Services | Farmington | MN | 10/2024 | 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: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident). SUPPORT OUR TROOPS HAUNTED HOUSE GROUP POSITION: Board Member NATURE: Annual haunted house fundraiser. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 1910 260th St W, Farmington MN 55024, United States DESCRIPTION: Help decide where to send the money, organize activities and plan, set up and work the haunted house.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
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