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Colin Rowe

Beacon Pointe Advisors, LLC

Newport Beach, Ca, CA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-14
  • CA RA
    APPROVED
    Since 2026-02-14

Branch Locations

610 Newport Center Dr Suite 830, Newport Beach, Ca, CA 92660 • 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
Full-Time Education Rancho Santa Margarita CA 06/2012 06/2020
St. Mary's School Aliso Viejo CA 05/2017 07/2017
College Of Social And Behavior Tucson AZ 09/2017 02/2019
Home Point Financial Newport Beach CA 05/2018 08/2018
Cbre Dallas TX 06/2019 08/2019
Freedom Mortgage Fishers IN 07/2020 07/2021
Reduce Mortgage Aliso Viejo CA 08/2021 06/2022
Unemployed Tempe AZ 07/2022 08/2022
Charles Schwab & Co., Inc. Phoenix AZ 08/2022 01/2025
Beacon Pointe Advisors, Llc Newport Beach CA 01/2025 Present
  • 06/2012 → 06/2020
    Full-Time Education
    Rancho Santa Margarita, CA
  • 05/2017 → 07/2017
    St. Mary's School
    Aliso Viejo, CA
  • 09/2017 → 02/2019
    College Of Social And Behavior
    Tucson, AZ
  • 05/2018 → 08/2018
    Home Point Financial
    Newport Beach, CA
  • 06/2019 → 08/2019
    Cbre
    Dallas, TX
  • 07/2020 → 07/2021
    Freedom Mortgage
    Fishers, IN
  • 08/2021 → 06/2022
    Reduce Mortgage
    Aliso Viejo, CA
  • 07/2022 → 08/2022
    Unemployed
    Tempe, AZ
  • 08/2022 → 01/2025
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2025 → Present
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2022-12-15
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2022-12-15
Other Names
  • Colin J. Rowe

View on SEC IAPD

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