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Bailey Edward Yates

Beacon Pointe Advisors, LLC

Newport Beach, CA

Scottsdale, AZ

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-25
  • AZ RA
    APPROVED
    Since 2026-08-25

Branch Locations

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

16767 North Perimeter Drive Suite 100, Scottsdale, AZ 85260 • 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
Versant Capital Management, Inc. Phoenix AZ 10/2022 07/2026
Arizona State University Tempe AZ 08/2019 05/2022
Paradise Valley Community College Phoenix AZ 08/2018 08/2019
University Of Arizona Tuscon AZ 08/2016 02/2018
Versant Capital Management Phoenix AZ 06/2022 10/2022
Bobby Q Great Steaks Real Bbq Phoenix AZ 08/2019 09/2022
Homegoods Scottsdale AZ 02/2019 08/2019
Web.cOm Scottsdale AZ 02/2018 08/2018
Beacon Pointe Advisors, Llc Scottsdale AZ 08/2026 Present
  • 10/2022 → 07/2026
    Versant Capital Management, Inc.
    Phoenix, AZ
  • 08/2019 → 05/2022
    Arizona State University
    Tempe, AZ
  • 08/2018 → 08/2019
    Paradise Valley Community College
    Phoenix, AZ
  • 08/2016 → 02/2018
    University Of Arizona
    Tuscon, AZ
  • 06/2022 → 10/2022
    Versant Capital Management
    Phoenix, AZ
  • 08/2019 → 09/2022
    Bobby Q Great Steaks Real Bbq
    Phoenix, AZ
  • 02/2019 → 08/2019
    Homegoods
    Scottsdale, AZ
  • 02/2018 → 08/2018
    Web.cOm
    Scottsdale, AZ
  • 08/2026 → Present
    Beacon Pointe Advisors, Llc
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-04
  • S65 Uniform Investment Adviser Law Examination
    2023-12-04

View on SEC IAPD

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