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Current Employers
Pointer Financial Advisors Llc

10500 Little Patuxent Parkway Suite 460, Columbia, MD 21044 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-11-19
  • MD RA
    APPROVED
    Since 2025-11-19

Branch Locations

10500 Little Patuxent Parkway Suite 460, Columbia, MD 21044 • 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
Lpl Financial San Diego CA 09/2019 09/2021
Deleware North San Diego CA 04/2016 09/2018
Student San Diego CA 08/2009 05/2018
Unemployed/Travel Santee CA 09/2021 11/2021
Northwestern Mutual Investment Services Llc La Jolla CA 01/2018 09/2019
Richard Wick La Mesa CA 10/2017 03/2018
Unemployed San Diego CA 01/2023 03/2023
Cetera Financial San Diego CA 05/2023 01/2024
Northwestern Mutual - Aires Financial La Jolla CA 11/2021 01/2023
Rancho Bernardo Inn Rancho Bernardo CA 05/2016 03/2017
Unemployed/Studying La Jolla CA 01/2023 03/2023
Canter Wealth La Jolla CA 01/2024 09/2025
Unemployed La Jolla CA 09/2025 10/2025
Pointer Financial Advisors Llc Columbia MD 10/2025 Present
  • 09/2019 → 09/2021
    Lpl Financial
    San Diego, CA
  • 04/2016 → 09/2018
    Deleware North
    San Diego, CA
  • 08/2009 → 05/2018
    Student
    San Diego, CA
  • 09/2021 → 11/2021
    Unemployed/Travel
    Santee, CA
  • 01/2018 → 09/2019
    Northwestern Mutual Investment Services Llc
    La Jolla, CA
  • 10/2017 → 03/2018
    Richard Wick
    La Mesa, CA
  • 01/2023 → 03/2023
    Unemployed
    San Diego, CA
  • 05/2023 → 01/2024
    Cetera Financial
    San Diego, CA
  • 11/2021 → 01/2023
    Northwestern Mutual - Aires Financial
    La Jolla, CA
  • 05/2016 → 03/2017
    Rancho Bernardo Inn
    Rancho Bernardo, CA
  • 01/2023 → 03/2023
    Unemployed/Studying
    La Jolla, CA
  • 01/2024 → 09/2025
    La Jolla, CA
  • 09/2025 → 10/2025
    Unemployed
    La Jolla, CA
  • 10/2025 → Present
    Columbia, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-03-13
  • S63 Uniform Securities Agent State Law Examination
    2019-03-13
Designations
Other Names
  • Jaron Beach
  • Jaron Beach

View on SEC IAPD

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