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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-05-14 |
Branch Locations
3610 Central Avenue Suite 400, Riverside, CA 92506 • 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 |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Riverside | CA | 06/2013 | 03/2020 |
| Barr Realty | Colton | CA | 07/2011 | Present |
| Beacon Pointe Advisors, Llc | Riverside | CA | 04/2020 | 04/2023 |
| Beacon Pointe Advisors, Llc | Riverside | CA | 04/2023 | Present |
BARR REALTY, NON-INVESTMENT RELATED,595 W VALLEY BLVD, COLTON, CA 92324, REAL ESTATE, BROKER OF TITLE. STARTED 07/2011, 5-10 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. VERIFICATION OF PAPERWORK FOR THE BUYING AND SELLING OF RESIDENTIAL REAL ESTATE PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-21 |
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