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Detailed Report
DAVID PETER GURUN
CRD#: 1947575
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Investment Adviser
BEACON POINTE ADVISORS, LLCCRD#: 119290 8350 N. Central Expressway
Suite 925
Dallas, TX 75206
Registration History
1995200020052010201520202025IABEACON POINTE ADVISORS, LLC (CRD# 119290)2024 - Present (<1 year)IAWHITEROCK WEALTH MANAGEMENT CO. (CRD# 37503)2012 - 2025 (12 years)IAGURUN INVESTMENT ADVISORS, INC. (CRD# 37503)1995 - 2012 (17 years)
License(s)

State Registrations

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Texas 12/19/2024
Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
8350 N. Central Expressway Suite 925, Dallas, TX 75206
Registered with this firm since 12/19/2024
Previous Registration(s)
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 08/07/2012 - 01/10/2025 WHITEROCK WEALTH MANAGEMENT CO. (CRD#:37503) DALLAS, TX
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 05/23/1995 - 05/04/2012 GURUN INVESTMENT ADVISORS, INC. (CRD#:37503) DALLAS, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.