Mark Demosthenes Generales

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 12/2021
  Securities America Inc.
  Lavista, NE
• 01/2010 → 12/2021
  Southern Trust Financial Planning
  Bonita Springs, FL
• 02/2022 → 10/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2022 → 08/2024
  Beacon Pointe Advisors, Llc
  Bonita Springs, FL
• 08/2024 → 09/2025
  Beacon Pointe Advisors, Llc
  Bonita Springs, FL
• 01/2022 → Present
  Beacon Pointe Insurance Services
  Bonita Springs, FL
• 10/2025 → Present
  Beacon Pointe Advisors, Llc
  Bonita Springs, FL

Previous Registrations

• 2010-01-28 → 2022-03-01
  Southern Trust Financial Planning
  Bonita Springs, FL

Other Businesses

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: 01/2022; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-12
• S63 Uniform Securities Agent State Law Examination
  1995-07-06

Other Names

• Mark Generales
• Minos Demosthene Generales
• Minos Demostenes Generales
• Minos Demosthenes Generales
• Mark D Generales