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Miles Bearden Beck

Beacon Pointe Advisors, LLC

Dallas, TX

Newport Beach, 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 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-24

Branch Locations

5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • 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
OrganizationCityStateFromTo
Jpmorgan Chase & Co Denver CO 08/2018 03/2019
Jp Morgan & Chase Parker CO 11/2020 10/2021
Charles Schwab & Co., Inc. Lone Tree CO 10/2021 11/2025
University Of Denver Denver CO 09/2014 06/2020
Unemployed Denver CO 06/2020 11/2020
Beacon Pointe Advisors, Llc Denver CO 11/2025 Present
  • 08/2018 → 03/2019
    Jpmorgan Chase & Co
    Denver, CO
  • 11/2020 → 10/2021
    Jp Morgan & Chase
    Parker, CO
  • 10/2021 → 11/2025
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 09/2014 → 06/2020
    University Of Denver
    Denver, CO
  • 06/2020 → 11/2020
    Unemployed
    Denver, CO
  • 11/2025 → Present
    Beacon Pointe Advisors, Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-28
S63 Uniform Securities Agent State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2022-08-15
Other Names
  • Miles Beck
  • Miles B Beck

View on SEC IAPD

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