Best Investors
Account
Sign in
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_RES | 2020-11-30 |
| LA | RA | APPROVED | 2020-11-25 |
Branch Locations
3421 N Causeway Blvd Suite 800, Metairie, LA 70002 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 10/2020 |
| Beacon Pointe Advisors, Llc | Metairie | LA | 10/2020 | 04/2023 |
| Beacon Pointe Insurance Services, Llc | Metairie | LA | 10/2020 | Present |
| Beacon Pointe Advisors, Llc | Metairie | LA | 04/2023 | Present |
1. BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT-RELATED. 24 CORPORATE PLAZA DR., STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 10/2020 TO PRESENT. 5 HRS/MONTH. 2.20% Owner, NOLA Heights, LLC, an entity created for the purpose of buying and selling plots located at Arabi, LA, as of 10/20/2017; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
Reach out to this advisor