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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-11 |
| CA | RA | APPROVED | 2017-07-12 |
Branch Locations
73833 El Paseo Suite 102, Palm Desert, CA 92260 • 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 |
|---|---|---|---|---|
| Integrated Wealth Management, Inc. | Palm Springs | CA | 09/2009 | 07/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2010 | 07/2017 |
| Beacon Pointe Wealth Advisors, Llc | Indian Wells | CA | 07/2017 | 03/2020 |
| Beacon Pointe Insurance Services, Llc | Indian Wells | CA | 07/2017 | Present |
| Beacon Pointe Advisors, Llc | Palm Desert | CA | 04/2020 | Present |
BEACON POINTE INSURANCE SERVICES, LLC; NOT INVESTMENT-RELATED; MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA DR., STE 150, NEWPORT BEACH, CA 92660; LICENSED INSURANCE AGENT; START DATE: 07/11/2017; APPOXIMATELY 5 HOURS PER MONTH; ALL DURING TRADING HOURS; DUTIES INCLUDE THE SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-18 |
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