Inactive

Grace Kathryn Boyle

Beacon Pointe Advisors, LLC

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

Authority	Category	Status	Date
MD	RA	APPROVED	2025-01-11

MD RA
APPROVED

Since 2025-01-11

Branch Locations

6811 Benjamin Franklin Dr Suite 100, Columbia, MD 21046 • 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

Organization	City	State	From	To
Unemployed	Philadelphia	PA	09/2016	05/2019
Philadelphia Insurance Companies	Philadelphia	PA	06/2019	06/2020
Cottage Cafe	Bethany Beach	DE	07/2020	10/2020
Unemployed	Catonsville	MD	11/2020	12/2020
Freedom Mortgage	Catonsville	MD	01/2021	08/2022
Keeney Financial Group	Columbia	MD	09/2022	02/2024
Beacon Pointe Advisors, Llc	Columbia	MD	02/2024	04/2025
Beacon Pointe Advisors, Llc	Columbia	MD	04/2025	Present

09/2016 → 05/2019

Unemployed

Philadelphia, PA
06/2019 → 06/2020

Philadelphia Insurance Companies

Philadelphia, PA
07/2020 → 10/2020

Cottage Cafe

Bethany Beach, DE
11/2020 → 12/2020

Unemployed

Catonsville, MD
01/2021 → 08/2022

Freedom Mortgage

Catonsville, MD
09/2022 → 02/2024

Keeney Financial Group

Columbia, MD
02/2024 → 04/2025

Beacon Pointe Advisors, Llc

Columbia, MD
04/2025 → Present

Beacon Pointe Advisors, Llc

Columbia, MD

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-11

S65 Uniform Investment Adviser Law Examination

2025-01-11

Other Names

Grace Boyle

View on SEC IAPD

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