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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| AZ | RA | APPROVED | 2022-02-07 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States
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 |
|---|---|---|---|---|
| Brighton Jones | Scottsdale | AZ | 01/2015 | 12/2021 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 01/2022 | 10/2025 |
| Beacon Pointe Advisors, Llc | Scottsdale | AR | 10/2025 | Present |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 09/2025 | Present |
1. Coyotes Amateur Hockey Association, Scottsdale, Arizona. Youth Hockey Organization - Hourly Goalie Coach 2x weekly at night, not investment related. Started 06/2019. Spends 40 hours per year, zero of which are during trading hours. 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: 09/2025; 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 | 2016-09-27 |
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