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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-04 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
9000 Keystone Crossing Suite 610, Indianapolis, IN 46240 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Pruco Securities Llc | Indianapolis | IN | 10/2022 | 09/2024 |
| Wealthcare Partners | Indianapolis | IN | 01/2022 | 07/2022 |
| Infosys Ltd | Indianapolis | IN | 02/2019 | 12/2021 |
| Thousand Hills Capital | Indianapolis | IN | 06/2018 | 12/2018 |
| Fortune Acquisitions, Llc | Indianapolis | IN | 02/2018 | 07/2018 |
| Marcus & Millichap | Indianapolis | IN | 08/2017 | 01/2018 |
| Cortland Capital Market Services / Alter Domus | Indianapolis | IN | 01/2017 | 03/2017 |
| Smc Corporation Of America | Noblesville | IN | 08/2016 | 09/2016 |
| Data Recognition Corporation | Indianapolis | IN | 04/2017 | 08/2017 |
| Indiana University | Indianapolis | IN | 01/2015 | 05/2016 |
| Unemployed | Indianapolis | IN | 07/2022 | 09/2022 |
| Self-Employed | Indianapolis | IN | 10/2013 | 02/2019 |
| The Prudential Insurance Company Of America | Indianapolis | IN | 02/2023 | 09/2024 |
| Western & Southern Life | Indianapolis | IN | 09/2024 | 12/2024 |
| W&S Brokerage Services | Indianapolis | IN | 09/2024 | 12/2024 |
| Unemployed | Whitestown | IN | 12/2024 | 12/2024 |
| Impact Legacy Retirement Group Ria, Llc | Indianapolis | IN | 12/2024 | 01/2025 |
| Beacon Pointe Advisors, Llc | Indianapolis | IN | 10/2025 | Present |
| Smoothie King | Avon | IN | 07/2025 | 10/2025 |
| Unemployed | Brownsburg | IN | 03/2025 | 07/2025 |
| Charles Schwab | Indianapolis | IN | 03/2025 | 03/2025 |
| Camelot Property Services | Indianapolis | IN | 12/2024 | 03/2025 |
| Beacon Pointe Insurance Services, Llc | Indianapolis | IN | 10/2025 | 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: 10/2025; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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