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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-03-02 |
Branch Locations
2000 South Colorado Blvd Tower Two, Suite 1150, Denver, CO 80222 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Denver | CO | 09/1998 | 08/2019 |
| Pinnacle Wealth Management | Denver | CO | 09/1998 | 02/2023 |
| Beacon Pointe Advisors, Llc | Denver | CO | 02/2023 | Present |
| Beacon Pointe Insurance Services, Llc | Denver | CO | 02/2023 | Present |
| Pinnacle Wealth Management | Denver | CO | 01/1999 | 03/2023 |
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: 02/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-31 |
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