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Jeremiah M Keating

Beacon Pointe Advisors, LLC

Newport Beach, CA

Bala Cynwyd, PA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-06

Branch Locations

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

Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ft. Lauderdale FL 07/2023 02/2025
Bank Of America Miami FL 06/2022 08/2022
University Of Miami Coral Gables FL 08/2019 05/2023
Universal Orlando Orlando FL 06/2021 08/2021
Winding Trails Farmington CT 06/2020 08/2020
Renbrook Summer Adventure West Hartford CT 06/2018 08/2019
Avon Old Farms Avon CT 09/2015 06/2019
Beacon Pointe Advisors Llc Bala Cynwyd PA 03/2025 Present
  • 07/2023 → 02/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Ft. Lauderdale, FL
  • 06/2022 → 08/2022
    Bank Of America
    Miami, FL
  • 08/2019 → 05/2023
    University Of Miami
    Coral Gables, FL
  • 06/2021 → 08/2021
    Universal Orlando
    Orlando, FL
  • 06/2020 → 08/2020
    Winding Trails
    Farmington, CT
  • 06/2018 → 08/2019
    Renbrook Summer Adventure
    West Hartford, CT
  • 09/2015 → 06/2019
    Avon Old Farms
    Avon, CT
  • 03/2025 → Present
    Beacon Pointe Advisors Llc
    Bala Cynwyd, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2023-10-20

View on SEC IAPD

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