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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-21
  • FL RA
    APPROVED
    Since 2022-02-21

Branch Locations

819 Beachland Blvd, Vero Beach, FL 32963 • 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
Beacon Pointe Advisors, Llc Vero Beach FL 12/2021 04/2024
Kite Capital Partners Vero Beach FL 05/2017 10/2021
Frazier Capital Valuation San Francisco CA 08/2015 03/2017
Beacon Pointe Advisors, Llc Vero Beach FL 04/2024 Present
Beacon Pointe Insurance Services Llc Verona Beach FL 12/2021 Present
  • 12/2021 → 04/2024
    Vero Beach, FL
  • 05/2017 → 10/2021
    Kite Capital Partners
    Vero Beach, FL
  • 08/2015 → 03/2017
    Frazier Capital Valuation
    San Francisco, CA
  • 04/2024 → Present
    Vero Beach, FL
  • 12/2021 → Present
    Beacon Pointe Insurance Services Llc
    Verona Beach, FL
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-08
  • S65 Uniform Investment Adviser Law Examination
    2022-02-08

View on SEC IAPD

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