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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-03-23
  • NC RA
    APPROVED
    Since 2022-03-23

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

5960 Fairview Rd, Charlotte, NC 28210 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2003 → Present
    Carland & Andersen Cpa
    Hendersonville, NC
  • 02/2005 → Present
    Altavista Wealth Management, Inc.
    Asheville, NC
  • 03/2022 → Present
    Charlotte, NC
Previous Registrations
  • 2005-03-07 → 2022-02-24
    Altavista Wealth Management, Inc.
    Asheville, NC
    Asheville, NC
Other Businesses

CARLAND & ANDERSEN INC, CPA, NON-INVESTMENT RELATED; CPA FIRM/ PREDECESSOR FIRM WAS CARLAND & CARLAND INC; PRESIDENT; 8/80-CURRENT; 180HRS/MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-17
S63 Uniform Securities Agent State Law Examination 2005-02-07
  • S65 Uniform Investment Adviser Law Examination
    2005-03-17
  • S63 Uniform Securities Agent State Law Examination
    2005-02-07
Designations
Other Names
  • Ron Gene Carland
  • Ronnie Gene Carland

View on SEC IAPD

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