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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
Branch Locations
19 Research Dr #1, Amherst, MA 01002 • 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 |
|---|---|---|---|---|
| Carl P. Sherr & Co. | Worcester | MA | 01/2019 | 10/2022 |
| Compass Working Capital Boston | Boston | MA | 09/2015 | 01/2019 |
| Hart & Patterson Financial Group | Amherst | MA | 12/2022 | 05/2025 |
| Newton Country Day School | Newton | MA | 11/2023 | 02/2024 |
| Newton Country Day School | Newton | MA | 03/2024 | 05/2024 |
| Beacon Pointe Advisors, Llc | Amherst | MA | 05/2025 | Present |
| Beacon Pointe Insurance Services | Amherst | MA | 05/2025 | Present |
BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 5/16/2025 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
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