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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-20 |
| CA | RA | APPROVED | 2018-11-28 |
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 |
|---|---|---|---|---|
| Adviceperiod, Llc | Los Angeles | CA | 02/2015 | 11/2018 |
| Beacon Pointe Wealth Advisors, Llc | Los Angeles | CA | 11/2018 | 03/2020 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 11/2018 | 03/2020 |
| Beacon Pointe Advisors, Llc | Los Angeles | CA | 04/2020 | Present |
| Beacon Pointe Insurance Services, Llc | Los Angeles | CA | 08/2026 | Present |
Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2026; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
Reach out to this advisor