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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| FL | RA | APPROVED | 2025-01-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Fort Meyers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Lake Elmo | MN | 07/2002 | 05/2020 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 05/2020 |
| Thrivent Advisor Network, Llc D/B/A Landmark Wealth Management | Lake Elmo | MN | 05/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments, Inc. | Lake Elmo | MN | 07/2020 | 02/2024 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Advisors | Lake Elmo | MN | 10/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Lake Elmo | MN | 10/2024 | 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: 10/2024; 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 | 1998-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-11 |
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