Best Investors
Account
Sign in
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-18 |
Branch Locations
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 |
|---|---|---|---|---|
| National Planning Corporation | Fort Worth | TX | 05/2012 | 11/2017 |
| Rosenthal Retirement Planning, Lp | Fort Worth | TX | 05/2012 | 09/2021 |
| Lpl Financial Llc | Fort Worth | TX | 11/2017 | 09/2021 |
| Beacon Pointe Advisors, Llc | Fort Worth | TX | 10/2021 | Present |
| Purshe Kaplan Sterling Investments | Fort Worth | TX | 10/2021 | 12/2024 |
| Beacon Pointe Insurance Services | Fort Worth | TX | 10/2021 | Present |
1. 7/14/2020 - Rosenthal Capital Assets - Investment Related - 1408 Montgomery St, Fort Worth, TX 76107 - Real Estate Rental - Start Date: 7/9/2020 - 4 Hour Per Month/4 Hour During Securities Trading - Own and lease (lessor) property. 2. BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 10/1/2021 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-08 |
Reach out to this advisor