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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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)
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