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Connor William Pearl

Beacon Pointe Advisors, LLC

Newport Beach, CA

Dallas, TX

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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 2024-05-21
  • TX RA
    APPROVED
    Since 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

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 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
  • 05/2024 → Present
    Beacon Pointe Advisors
    Dallas, TX
  • 08/2023 → 05/2024
    Unemployed
    Dallas, TX
  • 12/2022 → 08/2023
    Luminate Bank
    Dallas, TX
  • 04/2021 → 10/2022
    Gateway First Bank
    Plano, TX
  • 03/2020 → 04/2021
    Wells Fargo Bank
    Dallas, TX
  • 08/2019 → 03/2020
    Legacy Texas Bank Dba Prosperity Bank
    Dallas, TX
  • 08/2018 → 05/2019
    Southern Methodist University
    Dallas, TX
  • 05/2017 → 08/2018
    Frankie V's Kitchen
    Dallas, TX
  • 12/2016 → 05/2017
    Unemployed
    Dallas, TX
  • 08/2013 → 12/2016
    Southern Methodist University
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-20
  • S65 Uniform Investment Adviser Law Examination
    2024-01-20

View on SEC IAPD

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