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Courtney Lyn Mccutchan

Beacon Pointe Advisors, LLC

Newport Beach, CA

Pasadena, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-14
CA RA APPROVED 2024-10-16
  • TX RA
    APPROVED
    Since 2025-03-14
  • CA RA
    APPROVED
    Since 2024-10-16

Branch Locations

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

123 S Marengo Ave. Suite 200, Pasadena, CA 91101 • 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
OrganizationCityStateFromTo
Mml Investors Services Los Angeles CA 03/2015 02/2018
Bridge Advisory, Llc Pasadena CA 02/2020 10/2024
Union Bank Los Angeles CA 02/2018 02/2020
Beacon Pointe Advisors, Llc Pasadena CA 10/2024 Present
  • 03/2015 → 02/2018
    Mml Investors Services
    Los Angeles, CA
  • 02/2020 → 10/2024
    Bridge Advisory, Llc
    Pasadena, CA
  • 02/2018 → 02/2020
    Union Bank
    Los Angeles, CA
  • 10/2024 → Present
    Beacon Pointe Advisors, Llc
    Pasadena, CA
Previous Registrations
  • 2020-04-21 → 2024-10-31
    Bridge Advisory Llc
    Pasadena, CA
Designations

View on SEC IAPD

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