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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-02-17
  • SC RA
    APPROVED
    Since 2022-02-17

Branch Locations

171 Church Street Suite 140, Charleston, SC 29401 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • 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
Beacon Pointe Advisors, Llc Charleston SC 01/2022 Present
Cornercap Wealth Advisors Charleston SC 01/2020 01/2022
None Charleston SC 01/2015 04/2017
Cornercap Wealth Advisors Charleston SC 05/2017 12/2019
  • 01/2022 → Present
    Charleston, SC
  • 01/2020 → 01/2022
    Cornercap Wealth Advisors
    Charleston, SC
  • 01/2015 → 04/2017
    None
    Charleston, SC
  • 05/2017 → 12/2019
    Cornercap Wealth Advisors
    Charleston, SC
Other Businesses

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: 2022; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Designations
Other Names
  • Merriweather Kae Raidle
  • Merriweather K Mule

View on SEC IAPD

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