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 | 2025-04-17 |
| AZ | RA | APPROVED | 2015-08-13 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Beacon Pointe Wealth Advisors, Llc | Scottsdale | AZ | 09/2014 | 03/2020 |
| Beacon Pointe Insurance Services | Newport Beach | CA | 09/2014 | Present |
| Beacon Pointe Advisors, Llc | Newport Beach | CA | 07/2015 | 03/2020 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2020 | 12/2025 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 12/2025 | Present |
1)BEACON POINTE INSURANCE SERVICES, LLC. NOT INVESTMENT RELATED. MAIN OFFICE LOCATED AT 24 CORPORATE PLAZA, STE. 150, NEWPORT BEACH, CA 92660. SALE OF INSURANCE PRODUCTS (LIFE AND/OR ACCIDENT/HEALTH INSURANCE). LICENSED INSURANCE AGENT. 09/2014 TO PRESENT. 5 HRS/MONTH. ALL DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
Reach out to this advisor