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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2002 | Present |
| Beacon Pointe Wealth Advisors, Llc | Newport Beach | CA | 07/2009 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 03/2002 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-05 |
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