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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • 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 |
|---|---|---|---|---|
| Raymond James & Associates | Frisco | TX | 03/2007 | 04/2020 |
| Mgb Wealth Management, Llc | Dallas | TX | 04/2020 | 03/2026 |
| Beacon Pointe Advisors, Llc | Dallas | TX | 03/2026 | Present |
| Beacon Pointe Insurance Services, Llc | Dallas | TX | 03/2026 | Present |
(1) B.B.W.M. Lease Partners, LLC; non-investment-related; 5923 Club Oaks Drive, Dallas, TX 75248; lessee of office space for MGB Wealth Management, LLC; Manager and Member; 10/2019; 0 hours/month; no ongoing duties. (2) 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: 03/2026; 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 | 1992-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-21 |
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