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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 2024-07-02
  • WA RA
    APPROVED
    Since 2024-07-02

Branch Locations

5001 25Th Ave Ne Suite 201E, Seattle, WA 98105 • 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 Seattle WA 06/2024 03/2026
Colorado College Colorado Springs CO 09/2023 05/2024
Beacon Pointe Advisors Seattle WA 06/2023 08/2023
Colorado College Seattle WA 08/2020 05/2023
Lakeside High School Seattle WA 09/2016 05/2020
Beacon Pointe Advisors, Llc Seattle WA 04/2026 Present
  • 06/2024 → 03/2026
    Seattle, WA
  • 09/2023 → 05/2024
    Colorado College
    Colorado Springs, CO
  • 06/2023 → 08/2023
    Beacon Pointe Advisors
    Seattle, WA
  • 08/2020 → 05/2023
    Colorado College
    Seattle, WA
  • 09/2016 → 05/2020
    Lakeside High School
    Seattle, WA
  • 04/2026 → Present
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-11
  • S65 Uniform Investment Adviser Law Examination
    2023-08-11
Designations
Other Names
  • Jack Sawyer Delafield

View on SEC IAPD

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