Best Investors
Account
Sign in
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-21 |
| NY | RA | APPROVED | 2026-08-21 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Rockefeller Center One Rockefeller Plaza, Suite 1030, New York, NY 10020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Trust | Morristown | NJ | 05/2016 | 08/2026 |
| Beacon Pointe Advisors, Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-03 |
Reach out to this advisor