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Beacon Pointe Advisors, LLC CRD 119290
$54.9B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5960 Berkshire Lane Suite 1150, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors | Dallas | TX | 05/2024 | Present |
| Unemployed | Dallas | TX | 08/2023 | 05/2024 |
| Luminate Bank | Dallas | TX | 12/2022 | 08/2023 |
| Gateway First Bank | Plano | TX | 04/2021 | 10/2022 |
| Wells Fargo Bank | Dallas | TX | 03/2020 | 04/2021 |
| Legacy Texas Bank Dba Prosperity Bank | Dallas | TX | 08/2019 | 03/2020 |
| Southern Methodist University | Dallas | TX | 08/2018 | 05/2019 |
| Frankie V's Kitchen | Dallas | TX | 05/2017 | 08/2018 |
| Unemployed | Dallas | TX | 12/2016 | 05/2017 |
| Southern Methodist University | Dallas | TX | 08/2013 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-20 |
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