Debra Beth Curry

Current Employers

Beacon Pointe Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-10-30

CA RA
APPROVED

Since 2024-10-30

Branch Locations

123 S Marengo Avenue Suite 200, Pasadena, CA 91101 • 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

Organization	City	State	From	To
Syndicated Capital Inc	Santa Monica	CA	05/2007	06/2023
Yosemite Capital Management	Newport Beach	CA	05/2007	06/2023
Bridge Advisory Llc	Pasadena	CA	06/2023	10/2024
Beacon Pointe Advisors	Pasadena	CA	10/2024	Present
Beacon Pointe Insurance Services	Pasadena	CA	10/2024	Present

05/2007 → 06/2023

Syndicated Capital Inc

Santa Monica, CA
05/2007 → 06/2023

Yosemite Capital Management

Newport Beach, CA
06/2023 → 10/2024

Bridge Advisory Llc

Pasadena, CA
10/2024 → Present

Beacon Pointe Advisors

Pasadena, CA
10/2024 → Present

Beacon Pointe Insurance Services

Pasadena, CA

Previous Registrations

2023-06-27 → 2024-10-31

Bridge Advisory Llc

Pasadena, CA
2007-12-14 → 2023-06-28

Yosemite Capital Management

Newport Beach, CA
1997-07-08 → 2007-06-11

Ubs Financial Services Inc.

Newport Beach, CA

Newport Beach, CA

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-07-21

S63 Uniform Securities Agent State Law Examination

1986-07-21

Designations

Other Names

Debra Beth Levine

View on SEC IAPD