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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-13 |
Branch Locations
135 South Main Street Suites 900 & 1000, Greenville, SC 29601 • 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 |
|---|---|---|---|---|
| College Of Charleston | Charleston | SC | 08/2015 | 12/2016 |
| Clemson University | Clemson | SC | 01/2017 | 05/2019 |
| Beacon Pointe Advisors | Scottsdale | AZ | 07/2019 | 08/2021 |
| Beacon Pointe Advisors | Scottsdale | AZ | 08/2021 | 11/2021 |
| Beacon Pointe Advisors | Greenville | SC | 11/2021 | 04/2024 |
| Beacon Pointe Advisors | Greenville | SC | 04/2024 | 12/2024 |
| Beacon Pointe Advisors Llc | Greenville | SC | 01/2025 | 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: 02/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)
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