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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-20 |
Branch Locations
610 Newport Center Drive Suite 280, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc. | Newport Beach | CA | 01/2013 | 03/2020 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2016 | 03/2020 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 04/2020 | Present |
WEALTH MANAGEMENT CORPORATION ("WMC"), BUSINESS MANAGEMENT COMPANY, PRESIDENT SINCE 1987. 100% OWNER/SHAREHOLDER OF WMC. 0 HOURS PER MONTH ARE SPENT IN THIS POSITION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-24 |
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