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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5206 Gateway Centre Suite 300, Flint, MI 48507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephens Wealth Management Group | Flint | MI | 08/1994 | 09/2021 |
| Raymond James Financial Services Advisors, Inc. | Flint | MI | 08/2010 | 09/2021 |
| Stephens Consulting, Llc | Flint | MI | 10/2021 | 03/2026 |
| Beacon Pointe Advisors, Llc | Flint | MI | 01/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Flint | MI | 01/2026 | Present |
1. 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: 01/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-20 |
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