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Julia Michelle Stauffer

Beacon Pointe Advisors, LLC

Denver, CO

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-06
CO RA APPROVED 2024-05-31
  • TX RA
    APPROVED
    Since 2025-02-06
  • CO RA
    APPROVED
    Since 2024-05-31

Branch Locations

2000 South Colorado Blvd Tower Two, Suite 1150, Denver, CO 80222 • 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 Greenwood Village CO 01/2024 03/2026
Transform Wealth Greenwood Village CO 04/2023 12/2023
Gen Ii Fund Services Greenwood Village CO 07/2022 04/2023
Colorado Christian University Lakewood CO 08/2021 05/2022
Fidelity Investments Greenwood Village CO 06/2021 08/2021
Colorado Christian University Lakewood CO 08/2020 05/2021
Colorado Christian University Lakewood CO 08/2019 05/2021
Benefits In Action Lakewood CO 07/2020 08/2020
Colorado Christian University Lakewood CO 07/2019 07/2019
Colorado Christian University Lakewood CO 08/2018 05/2022
Old Navy Chandler AZ 01/2018 05/2018
Local Families Phoenix AZ 08/2015 05/2018
Desert Vista High School Phoenix AZ 08/2014 05/2018
Beacon Pointe Advisors, Llc Denver CO 04/2026 Present
  • 01/2024 → 03/2026
    Beacon Pointe Advisors, Llc
    Greenwood Village, CO
  • 04/2023 → 12/2023
    Transform Wealth
    Greenwood Village, CO
  • 07/2022 → 04/2023
    Gen Ii Fund Services
    Greenwood Village, CO
  • 08/2021 → 05/2022
    Colorado Christian University
    Lakewood, CO
  • 06/2021 → 08/2021
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 05/2021
    Colorado Christian University
    Lakewood, CO
  • 08/2019 → 05/2021
    Colorado Christian University
    Lakewood, CO
  • 07/2020 → 08/2020
    Benefits In Action
    Lakewood, CO
  • 07/2019 → 07/2019
    Colorado Christian University
    Lakewood, CO
  • 08/2018 → 05/2022
    Colorado Christian University
    Lakewood, CO
  • 01/2018 → 05/2018
    Old Navy
    Chandler, AZ
  • 08/2015 → 05/2018
    Local Families
    Phoenix, AZ
  • 08/2014 → 05/2018
    Desert Vista High School
    Phoenix, AZ
  • 04/2026 → Present
    Beacon Pointe Advisors, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-30
  • S65 Uniform Investment Adviser Law Examination
    2024-05-30
Designations
Other Names
  • Julia Bucci
  • Julia Michelle Bucci

View on SEC IAPD

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