Best Investors
Account
Sign in
Best Investors
Account
Sign in
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-24 |
Branch Locations
8665 Hudson Blvd N, Lake Elmo, MN 55042 • 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 |
|---|---|---|---|---|
| Thrivent Investment Management Inc. | Woodbury | MN | 07/2002 | 02/2021 |
| Thrivent Financial For Lutherans | Appleton | WI | 07/2002 | 11/2020 |
| Thrivent Advisor Network, Llc | Lake Elmo | MN | 11/2020 | 08/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2021 | 10/2024 |
| Landmark Wealth Management Group | Lake Elmo | MN | 08/2022 | 10/2024 |
| Beacon Pointe Insurance Services | Lake Elmo | MN | 10/2024 | Present |
| Beacon Pointe Advisors, Llc | Lake Elmo | MN | 10/2024 | Present |
"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: 10/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident)."
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-23 |
Reach out to this advisor