Sean Thomas Lamb

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-02-20

FL RA
APPROVED

Since 2026-02-20

Branch Locations

Fort Lauderdale, FL • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Creative Planning	Fort Lauderdale	FL	02/2014	04/2021
Spotlight Asset Group	Oakbrook	IL	04/2021	11/2021
Beacon Pointe Advisors, Llc	Fort Lauderdale	FL	11/2021	Present

02/2014 → 04/2021

Creative Planning

Fort Lauderdale, FL
04/2021 → 11/2021

Spotlight Asset Group

Oakbrook, IL
11/2021 → Present

Beacon Pointe Advisors, Llc

Fort Lauderdale, FL

Previous Registrations

2021-06-22 → 2021-11-18

Spotlight Asset Group

Oakbrook Terrace, IL

Fort Lauderdale, FL
2014-03-26 → 2021-05-03

Creative Planning

Fort Lauderdale, FL

Overland Park, KS
2009-08-06 → 2014-03-28

Charles Schwab & Co., Inc.

Boca Raton, FL
2003-02-27 → 2009-07-23

Equitable Advisors, Llc

Boca Raton, FL

Boca Raton, FL
2002-05-02 → 2002-08-30

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Somerset, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-08-13
S63	Uniform Securities Agent State Law Examination	2001-01-24

S65 Uniform Investment Adviser Law Examination

2001-08-13
S63 Uniform Securities Agent State Law Examination

2001-01-24

Designations

View on SEC IAPD