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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 Drive Suite 310, Asheville, NC 28803 • 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 |
|---|---|---|---|---|
| Altavista Wealth Management | Asheville | NC | 09/2015 | 01/2022 |
| Beacon Pointe Advisors, Llc | Asheville | NC | 02/2022 | Present |
1. SINCE JULY OF 2013 - WWM PARTNERS I - LOCATED AT 1150 OLD POND ROAD BRIDGEVILLE, PA 15017- INVESTMENT RELATED / TWO PRIVATE REAL ESTATE FUNDS/ PARTNER AND PASSIVE INVESTOR IN FUNDS. LESS THAN 1 HOUR PER MONTH, NO TIME DURING SECURITY TRADING HOURS. 2. SINCE MARCH 2013 - EAGLE VIEW PROPERTIES - LOCATED AT 9 FELLOWSHIP COVE ROAD, SWANNANOA, NC 28778. IT IS INVESTMENT RELATED, A BUSINESS ENTITY THAT INVESTS IN REAL ESTATE INVESTMENT PROPERTY. ACTS AS MANAGING MEMBER, ABOUT 1 HOUR PER MONTH; NONE OF THE TIME DURING SECURITIES TRADING HOURS. 3. SINCE SEPTEMBER 2016 - SERVES AS A TRUSTEE FOR A NON-CLIENT FAMILY TRUST, APPROXIMATELY 1 HOUR PER MONTH PRIMARILY OUTSIDE OF SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-29 |
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