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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-21 |
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 |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2017 | 03/2017 |
| J.W. Cole Financial, Inc. | Tampa | FL | 08/2016 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 03/2017 | 04/2019 |
| Bank Of America, N.A. | Newport Beach | CA | 05/2017 | 04/2019 |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 05/2019 | Present |
| Beacon Pointe Insurance Services, Llc | Newport Beach | CA | 05/2019 | Present |
BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE.LICENSED INSURANCE AGENT. 05/2019 TO PRESENT. 5 HRS/MONTH. 5 HRS DURING SECURITIES TRADING HOURS. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-13 |
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