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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-09-13 |
Branch Locations
400 Totten Pond Road Suite 220, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | Lynnfield | MA | 02/2020 | 08/2022 |
| Beacon Pointe Insurance Services | Waltham | MA | 09/2022 | Present |
| Beacon Pointe Advisors, Llc | Waltham | MA | 09/2022 | Present |
| Charles Schwab & Co., Inc | Burlington | MA | 04/2016 | 08/2019 |
| Charles Schwab Bank | Burlington | MA | 04/2016 | 08/2019 |
| Guardian Life Insurance Co Of America | Needham | MA | 08/2019 | 02/2020 |
| Park Avenue Securities, Llc | Needham | MA | 08/2019 | 02/2020 |
| Jp Morgan Securities, Llc | Lynnfield | MA | 02/2020 | 08/2022 |
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: 09/06/2022 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-11 |
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