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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-21 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakwood Capital Management Llc | Los Angeles | CA | 11/2014 | 09/2020 |
| Syndicated Capital, Inc. | Santa Monica | CA | 09/2015 | 12/2016 |
| Bridge Advisory Llc | Pasadena | CA | 10/2020 | 10/2024 |
| Beacon Pointe Advisors Llc | Pasadena | CA | 10/2024 | Present |
| Beacon Pointe Insurance Services | Pasadena | CA | 10/2024 | Present |
BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 10/01/2024 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-19 |
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