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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-24
  • SC RA
    APPROVED
    Since 2026-02-24

Branch Locations

135 S Main St Suite 1000, Greenville, SC 29601 • 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
Beacon Pointe Advisors, Llc Charleston SC 06/2023 08/2023
The Citadel, Military College Of The South Charleston SC 06/2020 05/2022
Southside Christian School Greenville SC 02/2016 06/2020
Capital Investment Advisors Atlanta GA 02/2024 02/2026
Wild Dunes Resort Isle Of Palms SC 05/2022 02/2024
Beacon Pointe Advisors, Llc Greenville SC 02/2026 Present
  • 06/2023 → 08/2023
    Charleston, SC
  • 06/2020 → 05/2022
    The Citadel, Military College Of The South
    Charleston, SC
  • 02/2016 → 06/2020
    Southside Christian School
    Greenville, SC
  • 02/2024 → 02/2026
    Capital Investment Advisors
    Atlanta, GA
  • 05/2022 → 02/2024
    Wild Dunes Resort
    Isle Of Palms, SC
  • 02/2026 → Present
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04
Designations

View on SEC IAPD

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