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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-07
CO RA APPROVED 2023-02-28
  • TX RA
    APPROVED
    Since 2025-03-07
  • CO RA
    APPROVED
    Since 2023-02-28

Branch Locations

2000 South Colorado Blvd Tower Two, Suite 1150, Denver, CO 80222 • 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
Edward Jones St Louis MO 06/2018 07/2019
Pacific Life Omaha NE 08/2017 04/2018
Edward Jones St. Louis MO 06/2017 08/2017
Toppers Pizza Omaha NE 02/2017 05/2017
Kiewit Building Group Omaha NE 05/2016 12/2016
Pinnacle Wealth Management Denver CO 09/2019 02/2023
Beacon Pointe Advisors, Llc Denver CO 02/2023 Present
Beacon Pointe Insurance Services, Llc Denver CO 02/2023 Present
  • 06/2018 → 07/2019
    St Louis, MO
  • 08/2017 → 04/2018
    Pacific Life
    Omaha, NE
  • 06/2017 → 08/2017
    St. Louis, MO
  • 02/2017 → 05/2017
    Toppers Pizza
    Omaha, NE
  • 05/2016 → 12/2016
    Kiewit Building Group
    Omaha, NE
  • 09/2019 → 02/2023
    Pinnacle Wealth Management
    Denver, CO
  • 02/2023 → Present
    Denver, CO
  • 02/2023 → Present
    Beacon Pointe Insurance Services, Llc
    Denver, CO
Previous Registrations
  • 2020-11-20 → 2023-02-24
    Pinnacle Wealth Management, Inc.
    Denver, CO
  • 2018-08-20 → 2019-07-31
    Wentzville, MO
    St Louis, MO
    Maryland Heights, MO
    St Charles, MO
Other Businesses

1. Lyft; Not investment related; Denver, CO; Ride share; Driver; Start date: 08/2018; 20 hours/month; no hours during securities trading hours; Ride share driver. 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: 02/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-16
  • S66 Uniform Combined State Law Examination
    2018-08-16
Designations
Other Names
  • Brad Michael Meyer
  • Bradley Michael Meyer
  • Brad Meyer

View on SEC IAPD

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