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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-24 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5810 Tennyson Parkway Suite 525, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td | Markham | 11/2016 | 11/2022 | |
| Pace Securities Inc. | Vaughan | 02/2015 | 11/2016 | |
| Fisher Investments | Plano | TX | 12/2022 | 10/2023 |
| Beacon Pointe Advisors, Llc | Plano | TX | 10/2023 | 07/2025 |
| Beacon Pointe Insurance Services, Llc | Plano | TX | 12/2023 | Present |
| Beacon Pointe Advisors, Llc | Plano | TX | 07/2025 | 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: 12/2023; HRS/MO During trading hours: 10hrs./Mo; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-27 |
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