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 | 2025-03-25 |
| AZ | RA | APPROVED | 2019-11-08 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 05/2016 | 03/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 09/2017 | 09/2019 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 09/2019 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | 12/2020 |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 12/2021 | Present |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 01/2021 | 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: 12/2021; 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 | 2016-09-22 |
| S66 | Uniform Combined State Law Examination | 2013-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-04 |
Reach out to this advisor