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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| AZ | RA | APPROVED | 2018-08-30 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 | Scottsdale | AZ | 09/2016 | 07/2018 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 07/2018 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | Present |
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 08/2018 | 12/2019 |
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 01/2020 | 03/2020 |
Forever Pet Grooming & K9 Cleaners Inc; Not investment-related; 2920 N 47th Pl, Phoenix, AZ 85018; mobile pet grooming; Advisor for K9 Cleaners, Owner of Forever Pet LLC; 08/2024; <10% of time spent conducting business; Business coaching, sales training, advertising assistance.
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