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Liliana Marina Milenia Sobaszek

Beacon Pointe Advisors, LLC

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-22
  • CA RA
    APPROVED
    Since 2023-07-22

Branch Locations

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
Beacon Pointe Advisors, Llc Newport Beach CA 09/2022 04/2025
California State University, Fullerton Fullerton CA 08/2018 05/2022
Unemployed Yorba Linda CA 05/2022 09/2022
Maki Yaki Placentia CA 03/2019 01/2020
Mimi's Cafe Yorba Linda CA 08/2017 10/2018
Unemployed Yorba Linda CA 11/2018 02/2019
Yorba Linda High School Yorba Linda CA 08/2014 08/2018
Beacon Pointe Advisors, Llc Newport Beach CA 04/2025 Present
  • 09/2022 → 04/2025
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
  • 08/2018 → 05/2022
    California State University, Fullerton
    Fullerton, CA
  • 05/2022 → 09/2022
    Unemployed
    Yorba Linda, CA
  • 03/2019 → 01/2020
    Maki Yaki
    Placentia, CA
  • 08/2017 → 10/2018
    Mimi's Cafe
    Yorba Linda, CA
  • 11/2018 → 02/2019
    Unemployed
    Yorba Linda, CA
  • 08/2014 → 08/2018
    Yorba Linda High School
    Yorba Linda, CA
  • 04/2025 → Present
    Beacon Pointe Advisors, Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-07-21

View on SEC IAPD

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