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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-06
  • WA RA
    APPROVED
    Since 2026-07-06

Branch Locations

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

11431 Willows Rd Ne, Suite 120, Redmond, WA 98052 • 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
Edward Jones St. Louis MO 12/2023 05/2026
Mountain Pacific Bank Everett WA 12/2021 12/2023
American Railworks Lynnwood WA 05/2020 03/2021
Anthony's Homeport Kirkland WA 08/2019 11/2019
Cort Party Rentals Chantilly VA 06/2018 08/2019
Sydney Bakery & Wine Bar Mukilteo WA 03/2016 08/2017
Les Schwab Tire Center Bend OR 12/2016 01/2017
U.S. Bank Minneapolis MN 09/2017 03/2018
Suncadia Cle Elum WA 05/2019 06/2019
Synrad Inc Mukilteo WA 12/2019 05/2020
Keller Williams Everett WA 09/2020 09/2022
Beacon Pointe Advisors, Llc Redmond WA 05/2026 Present
  • 12/2023 → 05/2026
    Edward Jones
    St. Louis, MO
  • 12/2021 → 12/2023
    Mountain Pacific Bank
    Everett, WA
  • 05/2020 → 03/2021
    American Railworks
    Lynnwood, WA
  • 08/2019 → 11/2019
    Anthony's Homeport
    Kirkland, WA
  • 06/2018 → 08/2019
    Cort Party Rentals
    Chantilly, VA
  • 03/2016 → 08/2017
    Sydney Bakery & Wine Bar
    Mukilteo, WA
  • 12/2016 → 01/2017
    Les Schwab Tire Center
    Bend, OR
  • 09/2017 → 03/2018
    U.S. Bank
    Minneapolis, MN
  • 05/2019 → 06/2019
    Suncadia
    Cle Elum, WA
  • 12/2019 → 05/2020
    Synrad Inc
    Mukilteo, WA
  • 09/2020 → 09/2022
    Keller Williams
    Everett, WA
  • 05/2026 → Present
    Redmond, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-06
  • S65 Uniform Investment Adviser Law Examination
    2026-07-06

View on SEC IAPD

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