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Allison G Geiger

Beacon Pointe Advisors, LLC

Newport Beach, CA

Dallas, TX

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-20
  • TX RA
    APPROVED
    Since 2025-07-20

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

7557 Rambler Rd Suite 1425, Dallas, TX 75231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Financial Planning Grapevine TX 08/2014 06/2025
Beacon Pointe Advisors, Llc Dallas TX 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-02
  • S65 Uniform Investment Adviser Law Examination
    2006-06-02
Designations
Other Names
  • Allison Marie Godinez
  • Allison Godinez Geiger

View on SEC IAPD

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