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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-03-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
5960 Fairview Rd, Charlotte, NC 28210 • 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 |
|---|---|---|---|---|
| Carland & Andersen Cpa | Hendersonville | NC | 03/2003 | Present |
| Altavista Wealth Management, Inc. | Asheville | NC | 02/2005 | Present |
| Beacon Pointe Advisors, Llc | Charlotte | NC | 03/2022 | Present |
CARLAND & ANDERSEN INC, CPA, NON-INVESTMENT RELATED; CPA FIRM/ PREDECESSOR FIRM WAS CARLAND & CARLAND INC; PRESIDENT; 8/80-CURRENT; 180HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-07 |
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