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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-17 |
| CA | RA | APPROVED | 2023-03-21 |
Branch Locations
272 E 12200 S Suite 100, Draper, UT 84020 • 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 |
|---|---|---|---|---|
| Ailsa Capital Inc | Draper | UT | 04/2019 | 02/2023 |
| Mountain West Advisors | Murray | UT | 04/2018 | 04/2019 |
| Stryker | Murray | UT | 06/2016 | 04/2018 |
| Beacon Pointe Advisors, Llc | Draper | UT | 03/2023 | Present |
| Beacon Pointe Insurance Services, Llc | Draper | UT | 03/2023 | 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: 03/2023; 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 | 2019-11-05 |
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