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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-08 |
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