Brent Jonathan Sheppard

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-06
LA	RA	APPROVED	2022-01-20

TX RA
APPROVED

Since 2025-03-06
LA RA
APPROVED

Since 2022-01-20

Branch Locations

3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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
Beacon Pointe Advisors, Llc	Metairie	LA	05/2026	Present
Beacon Pointe Insurance Services, Llc	Metairie	LA	12/2021	Present
Hancock/Whitney Bank	New Orleans	LA	04/2015	12/2021
Hancock/Whitney Investment Services, Inc.	New Orleans	LA	04/2017	12/2021
Beacon Pointe Advisors, Llc	Metairie	LA	12/2021	05/2026

05/2026 → Present

Beacon Pointe Advisors, Llc

Metairie, LA
12/2021 → Present

Beacon Pointe Insurance Services, Llc

Metairie, LA
04/2015 → 12/2021

Hancock/Whitney Bank

New Orleans, LA
04/2017 → 12/2021

Hancock/Whitney Investment Services, Inc.

New Orleans, LA
12/2021 → 05/2026

Beacon Pointe Advisors, Llc

Metairie, LA

Previous Registrations

2017-06-29 → 2021-12-23

Hancock Whitney Investment Services Inc.

New Orleans, LA

Other Businesses

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: 12/2021; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-29

S66 Uniform Combined State Law Examination

2017-06-29

Designations

Other Names

Brent Sheppard

View on SEC IAPD