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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 2026-06-17
  • CA RA
    APPROVED
    Since 2026-06-17

Branch Locations

1100 Larkspur Landing Circle Suite 300, Larkspur, CA 94939 • 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
Blakeslee & Blakeslee, Inc. San Luis Obispo CA 06/2023 06/2024
Ridgecrest Wealth Partners San Francisco CA 01/2023 06/2023
Jeff Duerson Staffing, Llc San Francisco CA 06/2021 08/2021
West Elm Mill Valley CA 12/2018 06/2019
Big Dog Surf Camp Mill Valley CA 06/2015 09/2022
Beacon Pointe Advisors, Llc Larkspur CA 04/2026 Present
Waypoint Wealth Partners, Llc Mill Valley CA 09/2024 06/2025
Yeske Buie San Francisco CA 06/2024 09/2024
California Polytechnic State University San Luis Obispo CA 09/2022 06/2024
Cuesta College San Luis Obispo CA 08/2019 05/2022
Starbucks Mill Valley CA 11/2017 07/2018
Beacon Pointe Advisors, Llc Larkspur CA 07/2025 03/2026
  • 06/2023 → 06/2024
    Blakeslee & Blakeslee, Inc.
    San Luis Obispo, CA
  • 01/2023 → 06/2023
    Ridgecrest Wealth Partners
    San Francisco, CA
  • 06/2021 → 08/2021
    Jeff Duerson Staffing, Llc
    San Francisco, CA
  • 12/2018 → 06/2019
    West Elm
    Mill Valley, CA
  • 06/2015 → 09/2022
    Big Dog Surf Camp
    Mill Valley, CA
  • 04/2026 → Present
    Larkspur, CA
  • 09/2024 → 06/2025
    Waypoint Wealth Partners, Llc
    Mill Valley, CA
  • 06/2024 → 09/2024
    Yeske Buie
    San Francisco, CA
  • 09/2022 → 06/2024
    California Polytechnic State University
    San Luis Obispo, CA
  • 08/2019 → 05/2022
    Cuesta College
    San Luis Obispo, CA
  • 11/2017 → 07/2018
    Starbucks
    Mill Valley, CA
  • 07/2025 → 03/2026
    Larkspur, CA
Other Businesses

(1) Financial Planning Association of San Francisco; Not-investment related; Address: 2 New Montgomery St. San Francisco, CA 94105; Nature of the Business: Helping FPA SF w/ Fundraising and member events; Role/Title: Member of Strategic Partnership Committee; Start date: 08/01/2024; 5-10 HRS/MO devoted to the OBA, 0 HRS/MO during trading hours; Duties: Provide opportunities to current partners to advertise their firm while also financially supporting FPA SF. Source new partners through networking events, create events for current partners to enjoy. (2) The Arc San Francisco; Not-Investment related; Address: 1500 Howard St, San Francisco, CA 94103; Nature of the Business: Disability services and support organization in San Francisco, California; Role/Title: Finance Committee; Start Date: 06/01/2026; 10 HRS/MO devoted to OBA, 0 HRS/MO during trading hours; Duties: Help with budgeting, governance, and fundraising for the current fiscal year as well as fiscal planning for future years

Designations

View on SEC IAPD

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