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Current Employers
Beacon Pointe Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-12-18
  • VT RA
    APPROVED
    Since 2023-12-18

Branch Locations

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

Manchester, VT • 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
Essex Asset Management Vero Beach FL 06/2008 03/2021
Beacon Pointe Advisors, Llc Vero Beach FL 01/2021 Present
Previous Registrations
  • 2010-05-12 → 2021-03-09
    Essex Asset Management Llc
    Vero Beach, FL
    Manchester, VT
Other Businesses

Name: Oriental Energy Group FZE Investment Related : Yes Address: P.O. Box 17139 Ras Al Khaimah, UAE Nature of Business: Management Consultancy Position: Manager Start Date: Sept 2015 Hr/Mo: 5 hours/month 0 hours/trading hours Duties: This entity provides consultancy services to its parent, also a Dubai [UAE] entity

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