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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-19 |
Branch Locations
100 Larkspur Landing Circle Suite 112, Larkspur, CA 94939 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Capital Management Inc | Larkspur | CA | 04/2002 | 09/2023 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 10/2023 | Present |
1) PRIVATE CAPITAL MANAGEMENT INC.; POSITION/TITLE: CEO; INVESTMENT RELATED BUSINESS LOCATED AT: ROSS, CA; START DATE: 04/15/2002, 2 HRS/MO DEVOTED TO OBA; 0 HRS/MO DURING TRADING HOURS; DUTIES: BOOKKEEPING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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