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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-11
  • IN RA
    APPROVED
    Since 2026-05-11

Branch Locations

122 W Market Street, Warsaw, IN 46580 • 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 Warsaw IN 07/2025 Present
Alderfer Bergen Warsaw IN 01/2023 06/2025
Nexus Rbi Marion IN 01/2021 01/2022
Menards Warsaw IN 06/2018 09/2019
Indiana Wesleyan University Marion IN 08/2020 04/2024
Student Warsaw IN 01/2016 05/2018
Grace College & Seminary Winona Lake IN 09/2018 05/2020
  • 07/2025 → Present
    Warsaw, IN
  • 01/2023 → 06/2025
    Alderfer Bergen
    Warsaw, IN
  • 01/2021 → 01/2022
    Nexus Rbi
    Marion, IN
  • 06/2018 → 09/2019
    Menards
    Warsaw, IN
  • 08/2020 → 04/2024
    Indiana Wesleyan University
    Marion, IN
  • 01/2016 → 05/2018
    Student
    Warsaw, IN
  • 09/2018 → 05/2020
    Grace College & Seminary
    Winona Lake, IN
Designations

View on SEC IAPD

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