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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 | 2025-10-20 |
| FL | RA | APPROVED | 2022-03-10 |
Branch Locations
9240 Bonita Beach Rd Suite 2211, Bonita Springs, FL 34135 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Securities America Inc. | Lavista | NE | 10/2009 | 12/2021 |
| Southern Trust Financial Planning | Bonita Springs | FL | 01/2010 | 12/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2022 | 10/2024 |
| Beacon Pointe Advisors, Llc | Bonita Springs | FL | 01/2022 | 08/2024 |
| Beacon Pointe Advisors, Llc | Bonita Springs | FL | 08/2024 | 09/2025 |
| Beacon Pointe Insurance Services | Bonita Springs | FL | 01/2022 | Present |
| Beacon Pointe Advisors, Llc | Bonita Springs | FL | 10/2025 | 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: 01/2022; 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 | 2010-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-06 |
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