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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 2024-10-16
  • CA RA
    APPROVED
    Since 2024-10-16

Branch Locations

123 S Marengo Suite 200, Pasadena, CA 91101 • 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
Bridge Advisory Llc Pasadena CA 06/2023 09/2024
Unlimited Vacation Club Cancun 09/2015 06/2023
Beacon Pointe Advisors Llc Pasadena CA 10/2024 Present
  • 06/2023 → 09/2024
    Bridge Advisory Llc
    Pasadena, CA
  • 09/2015 → 06/2023
    Unlimited Vacation Club
    Cancun
  • 10/2024 → Present
    Pasadena, CA
Previous Registrations
  • 2023-12-22 → 2024-10-31
    Bridge Advisory Llc
    Pasadena, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22

View on SEC IAPD

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