Inactive

Charles Anderson Moore

Beacon Pointe Advisors, LLC

Newport Beach, CA

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Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-09-17
TX	RA	APPROVED	2025-09-17

MD RA
APPROVED

Since 2025-09-17
TX RA
APPROVED

Since 2025-09-17

Branch Locations

4800 Hampden Ln, Suite 520, Bethesda, MD 20814 • United States

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

Organization	City	State	From	To
The Family Firm	Bethesda	MD	12/2014	09/2025
Beacon Pointe Advisors, Llc	Bethesda	MD	08/2025	Present
Beacon Pointe Insurance Services, Llc	Bethesda	MD	08/2025	12/2025

12/2014 → 09/2025

The Family Firm

Bethesda, MD
08/2025 → Present

Beacon Pointe Advisors, Llc

Bethesda, MD
08/2025 → 12/2025

Beacon Pointe Insurance Services, Llc

Bethesda, MD

Previous Registrations

2013-03-29 → 2025-11-03

The Family Firm, Inc.

Bethesda, MD

Designations

View on SEC IAPD

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