Company Name:
BEACON POINTE ADVISORS, LLC
Address:
SUITE 150, 24 CORPORATE PLAZA, NEWPORT BEACH CA 92660
CRD Number:
119290
SEC Number:
801-60943
Financial Regulator:
SEC/ FINRA
Website:
https://twitter.com/beaconpointewai
Registration started
Ended
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
CDR: 2207087
MATTHEW COOPER
MATT COOPER
started on 2002-06-17
CDR: 210005
GARTH FLINT
started on 2002-06-17
CDR: 2794963
DOUGLAS ALLISON
started on 2002-06-17
CDR: 2537377
CATHERINE PRENTICE
CATHERINE GRACE PEROUTKA
started on 2009-10-30
CDR: 4404030
FELIX LIN
FELIX T. LIN
started on 2009-06-25
CDR: 4816183
GREGORY JONES
GREGORY H JONES
started on 2010-06-22
CDR: 2372762
GRAHAM PIERCE
started on 2010-05-19
CDR: 2782094
MICHAEL BRELLER
MIKE BRELLER
started on 2010-08-25
CDR: 4605472
DEREK NEWCOMER
DEREK NEWCOMER
started on 2011-12-19
CDR: 4456664
JULIE JOHNSON
JULIE LYNN JOHNSON-SMITH
started on 2011-10-17
CDR: 4303170
ELLIE CHIZMAROVA
ELISAVETA KOLEVA CHIZMAROVA ELLIE KOLEVA CHIZMAROVA ELLIE SVRAKOV CHIZMAROVA Ellie Chizmarova
started on 2011-05-13
CDR: 4697340
ROCKY LIN
started on 2011-11-04
CDR: 5005465
KAREN REIFEL
KAREN M SARTEN KAREN MARIE SARTEN KARYN MARIE SARTEN
started on 2011-08-22
CDR: 4872242
MATTHEW BELFANTI
started on 2012-07-26
CDR: 4801665
JUNA CHIANG
JU-NA HO JUNA HO
started on 2012-03-22
CDR: 3105772
STEPHANIE RUMOLD
started on 2013-08-27
CDR: 2509346
REGINA FALES
REGINA MARIE STEGMAN
started on 2013-09-24
CDR: 1418742
GARY DORFMAN
started on 2013-10-31
CDR: 2521647
SHANNON EUSEY
SHANNON E EUSEY SHANNON E. EUSEY SHANNON ELIZABETH EUSEY SHANNON E FLINT SHANNON FLINT
started on 2013-04-01
CDR: 4650002
LYDIA DUPONT
LYDIA PEREZ
started on 2013-01-04
CDR: 3105772
STEPHANIE RUMOLD
ended on 2013-09-18
CDR: 1521108
MICHAEL IANNUZZI
MICHAEL J IANNUZZI
started on 2014-03-31
CDR: 3215595
JASON OVERHOLTZER
started on 2014-07-11
CDR: 2254972
BRIAN COUGHLAN
started on 2014-11-25
CDR: 1521108
MICHAEL IANNUZZI
MICHAEL J IANNUZZI
ended on 2014-04-30
CDR: 2509346
REGINA FALES
REGINA MARIE STEGMAN
ended on 2014-01-08
CDR: 4816183
GREGORY JONES
GREGORY H JONES
ended on 2014-03-19
CDR: 6579135
David Le
David Le
started on 2015-12-23
CDR: 2091782
ALBERT HEEG
started on 2015-03-23
CDR: 4991586
KEITH ALM
KEITH ALM
started on 2015-02-19
CDR: 4051943
BROOKE JESS
BROOKE HEATHER KAHAN
started on 2015-09-02
CDR: 4398661
PAUL SALERNO
Paul Salerno
started on 2015-05-05
CDR: 4589915
MATTHEW ARMISTEAD
MATTHEW J ARMISTEAD
started on 2015-08-28
CDR: 4991586
KEITH ALM
KEITH ALM
ended on 2015-09-09
CDR: 2620848
DOUGLAS IGEL
started on 2016-03-23
CDR: 2747645
MARK MATHERS
started on 2016-01-13
CDR: 3034764
PAUL DEELEY
PAUL DEELEY
started on 2016-02-29
CDR: 1531334
LAINE AINSWORTH
started on 2016-04-20
CDR: 2167948
JAMES WARD
BO WARD JAMES J WARD
started on 2016-10-03
CDR: 4723236
MARK FLINT
MARK DRAPER FLINT MR.
started on 2016-01-06
CDR: 6607096
Michael Di Rocco
started on 2016-02-11
CDR: 2192866
ERIC WITTE
started on 2016-10-03
CDR: 4412198
SAMUEL MITCHELL
started on 2016-10-04
CDR: 6482517
INDYA YUILL
INDYA MAREE TALBOT
started on 2016-05-17
CDR: 3105772
STEPHANIE RUMOLD
started on 2016-04-19
CDR: 727441
CHITRA STALEY
CHITRA RAGHAVAN
started on 2016-01-04
CDR: 337455
MARK MOEHLMAN
started on 2016-04-20
CDR: 6152250
GEORGE LOGAN
started on 2016-04-15
CDR: 5059077
JAMES DAVENPORT
started on 2016-04-20
CDR: 4587456
TYLER BROCK
TYLER MARTIN BROCK TYLER BROCK
started on 2016-04-20
CDR: 2048145
JAMES HERRELL
JAMES GLEN HERRELL
started on 2016-06-01
CDR: 6094442
SARA KALSMAN
SARA B KALSMAN
started on 2016-03-23
CDR: 4872242
MATTHEW BELFANTI
ended on 2016-09-15
CDR: 4650002
LYDIA DUPONT
LYDIA PEREZ
ended on 2016-03-22
CDR: 2048145
JAMES HERRELL
JAMES GLEN HERRELL
ended on 2016-09-14
CDR: 1731454
RANDYE KAPLAN
started on 2017-02-22
CDR: 4851231
BRYAN MOYLAN
BRYAN MOYLAN
started on 2017-02-22
CDR: 6035511
ANTHONY DONNELLY
started on 2017-05-19
CDR: 2237458
JILL STEINBERG
Jill Susan Broder
started on 2017-01-11
CDR: 6724169
Marcy Reyes
Marcy Reyes
started on 2017-01-03
CDR: 2349053
SCOTT PLAMONDON
started on 2017-10-10
CDR: 6674365
Stephanie Vogt
started on 2017-02-22
CDR: 6776979
Dylan Macdonald
started on 2017-05-02
CDR: 1953384
KENNETH KANN
KUBLA KANN
started on 2017-02-27
CDR: 2311443
MICHELE SARNA
MICHELE THERESE THIBODEAU
started on 2017-07-12
CDR: 1472691
PHILIP KRANENBURG
PHIL KRANENBURG
started on 2017-09-19
CDR: 6717728
Robyn Gerke
started on 2017-02-27
CDR: 3034764
PAUL DEELEY
PAUL DEELEY
ended on 2017-07-12
CDR: 6674365
Stephanie Vogt
ended on 2017-11-28
CDR: 2091782
ALBERT HEEG
ended on 2017-03-03
CDR: 4398661
PAUL SALERNO
Paul Salerno
ended on 2017-03-30
CDR: 6350153
SAMUEL LAWSON
SAM A LAWSON
started on 2018-07-19
CDR: 6468854
JESSICA MATTHEWS
JESSICA Ann MATTHEWS JESSICA MATTHEWS JESSICA ANN SCHMIDLIN
started on 2018-09-10
CDR: 3050170
ELIZABETH GOULD
ELIZABETH CHIU ELIZABETH L GOULD
started on 2018-09-14
CDR: 6380650
COBY CRESS
started on 2018-08-30
CDR: 6638184
Josh Rummonds
Joshua A.C. Rummonds
started on 2018-05-08
CDR: 6074834
Kary Silvers
started on 2018-08-22
CDR: 4719938
TODD REINHART
started on 2018-08-15
CDR: 4846938
ERICA WU
ERICA SHU YIN WU ERICA SHU-YIN WU ERICA WU
started on 2018-02-07
CDR: 2272245
MICHAEL DOW
started on 2018-11-14
CDR: 2785394
ANDREW HUNT
ANDY HUNT
started on 2018-06-01
CDR: 6548364
ALISA GARNEK
ALISA B GARNEKQ\\
started on 2018-03-28
CDR: 6350153
SAMUEL LAWSON
SAM A LAWSON
ended on 2018-07-19
CDR: 6035511
ANTHONY DONNELLY
ended on 2018-12-13
CDR: 6074834
Kary Silvers
ended on 2018-10-15
CDR: 1472691
PHILIP KRANENBURG
PHIL KRANENBURG
ended on 2018-05-04
CDR: 4303170
ELLIE CHIZMAROVA
ELISAVETA KOLEVA CHIZMAROVA ELLIE KOLEVA CHIZMAROVA ELLIE SVRAKOV CHIZMAROVA Ellie Chizmarova
ended on 2018-06-15
CDR: 4826676
SETH GUENTHER
SETH GUENTHER
started on 2019-07-11
CDR: 6917918
James Elliott
started on 2019-04-22
CDR: 6615298
Austin Rouk
started on 2019-08-01
CDR: 7167768
Neil Livingston
started on 2019-08-30
CDR: 1887838
JORDAN HELLER
started on 2019-04-10
CDR: 6420427
CALLIE RENNER
started on 2019-04-09
CDR: 6813250
TRENTON JOLLY
TRENT JOLLY TRENTON JOLLY
started on 2019-05-31
CDR: 2859212
DONALD HERTLING
Donald J Hertling
started on 2019-05-06
CDR: 6544755
DYLAN BROOKS
started on 2019-06-17
CDR: 7182078
JORDAN FREUND
started on 2019-11-14
CDR: 4818012
ERIC HAMEL
started on 2019-08-05
CDR: 6707466
Mitchell Hughes
Mitchell Edwin Hughes
started on 2019-05-21
CDR: 4535989
David Suess
started on 2019-08-02
CDR: 7168981
HENRY LANDE
started on 2019-08-20
CDR: 4958465
SCOTT DROWN
started on 2019-04-29
CDR: 3150279
FLYNN MCDONNELL
started on 2019-02-21
CDR: 7064294
Ralph Wetmore
Rick Wetmore
started on 2019-01-29
CDR: 6482517
INDYA YUILL
INDYA MAREE TALBOT
started on 2019-01-07
CDR: 2620848
DOUGLAS IGEL
ended on 2019-11-05
CDR: 6724169
Marcy Reyes
Marcy Reyes
ended on 2019-04-17
CDR: 3050170
ELIZABETH GOULD
ELIZABETH CHIU ELIZABETH L GOULD
ended on 2019-10-21
CDR: 6607096
Michael Di Rocco
ended on 2019-11-05
CDR: 6482517
INDYA YUILL
INDYA MAREE TALBOT
ended on 2019-01-07
CDR: 6152250
GEORGE LOGAN
ended on 2019-11-27
CDR: 2785394
ANDREW HUNT
ANDY HUNT
ended on 2019-01-23
CDR: 6180993
ELIZABETH ZIMMER
started on 2020-08-20
CDR: 6743360
PASCAL MENUT
started on 2020-05-08
CDR: 6666140
Doug Tillman
Doug Tillman
started on 2020-11-25
CDR: 6913623
Jacob Heisler
Jake R. Heisler
started on 2020-01-30
CDR: 2776651
JAMES FERRELL
JAMES FERRELL
started on 2020-06-18
CDR: 5091717
AMBER GRESHAM
AMBER GRESHAM
started on 2020-04-02
CDR: 6284254
JOSEPH PECORARO
started on 2020-11-12
CDR: 4787247
KARISA DIEPHOUSE
KARISA JADE RUTTLE KARISA RUTTLE
started on 2020-06-01
CDR: 3126706
WALTER BOND
started on 2020-11-30
CDR: 6509431
Zachary Guffy
ZACHARY WILLIAM GUFFY Zac Guffy
started on 2020-11-18
CDR: 6816503
METRO MALASAVAGE
METRO MALASAVAGE
started on 2020-09-28
CDR: 4553727
CRYSTAL GARNER
Crystal E. Simmons
started on 2020-06-05
CDR: 6866207
Michael Gonzalez
MICHAEL GONZALEZ
started on 2020-06-01
CDR: 6863674
Michael Meadows
Michael Meadows
started on 2020-11-12
CDR: 6221742
NICHOLE DIAZ
NICHOLE MICHELLE BARRERA
started on 2020-05-14
CDR: 2273403
KEVIN DISANO
started on 2020-12-10
CDR: 3118712
NICHOLAS ENGLISH
started on 2020-01-03
CDR: 4330199
ANDREW SALTZMAN
ANDY SALTZMAN
started on 2020-05-08
CDR: 2736677
ROBERT COMEAUX
ROBERT JOHN COMEAUX Bobby Comeaux
started on 2020-11-25
CDR: 4206671
RAYMOND DAIGLE
RAYMOND A DAIGLE JR Rocky Daigle
started on 2020-11-25
CDR: 5015167
PAIGE GOLL
PAIGE GOLL PAIGE COATES LAVERELL PAIGE LAVERELL PAIGE COATES LAVERELL GOLL
started on 2020-09-01
CDR: 6454372
BRIAN PLOWMAN
started on 2020-05-11
CDR: 6139838
DONALD JOHNSON
started on 2020-05-08
CDR: 2900514
BRUCE MEYER
BRUCE A MEYER
started on 2020-05-06
CDR: 6860307
Katherine Pettee
Kate Pettee
started on 2020-07-11
CDR: 6400717
KATARZYNA KONDRACKA
started on 2020-09-09
CDR: 4057591
JEANNE JURICKA
JEANNE MARIE JURICKA MS. JEANNE JURICKA JEANNE MARIE MACHULDA MS.
started on 2020-03-04
CDR: 6917918
James Elliott
ended on 2020-08-05
CDR: 1418742
GARY DORFMAN
ended on 2020-01-14
CDR: 4818012
ERIC HAMEL
ended on 2020-01-13
CDR: 6094442
SARA KALSMAN
SARA B KALSMAN
ended on 2020-01-02
CDR: 2392024
GREGORY TAYLOR
GREGORY V TAYLOR GREGORY TAYLOR Greg Taylor
started on 2021-01-08
CDR: 4424078
BRANDON BAKER
started on 2021-01-26
CDR: 2496116
JOSEPH SCHOFIELD
JOSEPH DAVID SCHOFIELD
started on 2021-02-24
CDR: 7164311
Julien Frazzo
started on 2021-04-19
CDR: 7331069
Henry Levis
started on 2021-02-26
CDR: 3177360
MICHAEL BAKOS
MIKE BAKOS
started on 2021-02-03
CDR: 6941401
LAUREN CANTILLO
Chelsea Cantillo
started on 2021-02-17
CDR: 6244620
RYAN QUIGLEY
started on 2021-04-09
CDR: 6467260
ANDREW HOANG
ANDREW HOANG
started on 2021-03-09
CDR: 6772226
JONATHAN SAVORGIANNAKIS
Jon SAVORGIANNAKIS
started on 2021-04-16
CDR: 7004627
Kimberly Pham
started on 2021-01-15



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