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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2025-03-14 |
| WI | RA | APPROVED | 2024-12-03 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
8665 Hudson Blvd N, Lake Elmo, MN 55042 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Lake Elmo | MN | 09/2014 | 08/2022 |
| Thrivent Financial | Appleton | WI | 03/2015 | 12/2019 |
| Thrivent Advisor Network, Llc | Lake Elmo | MN | 05/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 03/2025 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Advisors, Llc | Lake Elmo | MN | 10/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Lake Elmo | MN | 10/2024 | Present |
(1) BEACON POINTE INSURANCE SERVICES, LLC. INVESTMENT RELATED: No. ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660. NATURE OF BUSINESS: Insurance Agency. POSITION/TITLE: Agent. START DATE: 10/2024. HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. . DUTIES: Sale of insurance products (life/health/accident); (2) SPES AGRARIUS, LLC POSITION: Owner/Member NATURE: this LLC is for land ownership, maintenance, rental. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2005 ADDRESS: E8644 620th Ave, Elk Mound WI 54739, United States DESCRIPTION: No duties; (3) Whatnot Reseller: Not Investment-related; Elk Mound, WI; Position: Online Reseller; Start date: 01/2026; 15 HRS/MO devoted to OBA; 0 HRS/MO during trading hours; Duties: buy/sell clothing and accessories.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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