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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-01-30 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Phoenix | AZ | 01/2016 | 04/2017 |
| Barnes Investment Advisory | Phoenix | AZ | 08/2016 | 11/2017 |
| Versant Capital Management | Phoenix | AZ | 12/2017 | 09/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2014 | 12/2017 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 09/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | 04/2023 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2023 | Present |
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).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-01 |
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