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 |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-11 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Two Bala Plaza Suite 806, Bala Cynwyd, PA 19004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walden Capital Advisors, Llc | Bala Cynwyd | PA | 10/2006 | 12/2016 |
| Beacon Pointe Wealth Advisors, Llc | Bala Cynwyd | PA | 12/2016 | 03/2020 |
| Beacon Pointe Advisors, Llc | Bala Cynwyd | PA | 12/2016 | 03/2020 |
| Beacon Pointe Advisors, Llc | Bala Cynwyd | PA | 04/2020 | Present |
Beacon Pointe Insurance Services, LLC, licensed insurance agent, not investment related, main office: 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660. Sale of insurance products (life and/or accident/health insurance), 2020-Present. 5 hrs/month, all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-31 |
Reach out to this advisor