Best Investors
Account
Sign in
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2022-01-13 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
610 Newport Center Dr. Suite 280, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Newport Wealth Strategies, Inc. | Irvine | CA | 12/2011 | 12/2021 |
| Alpha Cubed Investments, Llc | Irvine | CA | 04/2015 | 12/2021 |
| Beacon Pointe Advisors, Llc | Irvine | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-27 |
Reach out to this advisor