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Montana Thomas Murphy

Beacon Pointe Advisors, LLC

Newport Beach, CA

Fort Worth, TX

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-13
  • TX RA
    APPROVED
    Since 2023-06-13

Branch Locations

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

1408 Montgomery St, Fort Worth, TX 76107 • 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
Southlake Carroll H.S. Southlake TX 07/2012 06/2016
University Of Alabama Tuscaloosa AL 06/2016 05/2022
Unemployed Trophy Club TX 05/2022 01/2023
Beacon Pointe Advisors, Llc Fort Worth TX 01/2023 Present
  • 07/2012 → 06/2016
    Southlake Carroll H.S.
    Southlake, TX
  • 06/2016 → 05/2022
    University Of Alabama
    Tuscaloosa, AL
  • 05/2022 → 01/2023
    Unemployed
    Trophy Club, TX
  • 01/2023 → Present
    Beacon Pointe Advisors, Llc
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-06-13

View on SEC IAPD

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