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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-10-09 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Iron Point Financial Advisors | Bellingham | WA | 01/2023 | 08/2024 |
| Securities America, Inc. | Bellingham | WA | 03/2024 | 06/2024 |
| Gallagher Insurance Co | Bellevue | WA | 06/2022 | 08/2022 |
| Gonzaga University | Spokane | WA | 08/2019 | 01/2023 |
| Whatcom County Public Works | Bellingham | WA | 06/2022 | 08/2022 |
| Ferndale High School | Ferndale | WA | 06/2015 | 06/2019 |
| Unemployed | Ferndale | WA | 12/2022 | 02/2023 |
| Beacon Pointe Advisors | Scottsdale | AZ | 09/2024 | Present |
| Whatcom Community College | Bellingham | WA | 02/2019 | 08/2019 |
| Osaic Wealth, Inc. | Bellingham | WA | 06/2024 | 08/2024 |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 05/2024 | 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: 05/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-04 |
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