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Nicholas James Lindholm

Beacon Pointe Advisors, LLC

Newport Beach, CA

Scottsdale, AZ

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-18
  • AZ RA
    APPROVED
    Since 2026-08-18

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

16767 North Perimeter Drive, Suite 100, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Petersen Hastings Wealth Advisors, Inc. Kennewick WA 10/2024 02/2026
Synergistics, Inc. Kennewick WA 06/2021 09/2024
Gsl Tournament / Ellensburg Little League Ellensburg WA 06/2021 09/2023
Waddell & Reed Financial Advisorsf, Lpl Financial Missoula MT 07/2023 07/2023
Student / Unemployment Kennewick WA 01/2010 05/2021
Beacon Pointe Advisors, Llc Scottsdale AZ 06/2026 Present
Unemployed Kennewick WA 02/2026 05/2026
  • 10/2024 → 02/2026
    Petersen Hastings Wealth Advisors, Inc.
    Kennewick, WA
  • 06/2021 → 09/2024
    Synergistics, Inc.
    Kennewick, WA
  • 06/2021 → 09/2023
    Gsl Tournament / Ellensburg Little League
    Ellensburg, WA
  • 07/2023 → 07/2023
    Waddell & Reed Financial Advisorsf, Lpl Financial
    Missoula, MT
  • 01/2010 → 05/2021
    Student / Unemployment
    Kennewick, WA
  • 06/2026 → Present
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
  • 02/2026 → 05/2026
    Unemployed
    Kennewick, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-24
  • S65 Uniform Investment Adviser Law Examination
    2025-03-24

View on SEC IAPD

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