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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-27 |
Branch Locations
Rockefeller Center One Rockefeller Plaza, Suite 1030, New York, NY 10020 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2016 | 12/2017 |
| Yorkbridge Wealth Partners, Llc | New York | NY | 07/2016 | 04/2023 |
| Beacon Pointe Advisors, Llc | New York | NY | 04/2023 | Present |
| Beacon Pointe Insurance Services, Llc | New York | NY | 04/2023 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 04/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-30 |
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