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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-01 |
Branch Locations
4 Vanderbilt Park Dr. Ste 310, Asheville, NC 28803 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altavista Wealth Management, Inc | Asheville | NC | 04/2003 | 01/2022 |
| Beacon Pointe Advisors, Llc | Asheville | NC | 02/2022 | Present |
L. DANIEL AKERS, JR., CPA IS THE NAME OF THE OTHER BUSINESS.THIS IS A NON-INVESTMENT RELATED BUSINESS. THE ADDRESS IS AKERS' HOME ADDRESS. 605 HOLT LANE ASHEVILLE, NC 28803 START DATE: MARCH 16, 2010 POSITION TITLE = OWNER LIMITED INCOME TAX PREPARATION. NUMBER OF HOURS ON AN MONTHLY BASIS = 3 ZERO HOURS DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-04 |
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