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Logan Lee Bolick

Beacon Pointe Advisors, LLC

Newport Beach, CA

Asheville, NC

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-06
NC RA APPROVED 2022-02-28
  • TX RA
    APPROVED
    Since 2025-03-06
  • NC RA
    APPROVED
    Since 2022-02-28

Branch Locations

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

4 Vanderbilt Park Dr. Suite 310, Asheville, NC 28803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Altavista Wealth Management, Inc Asheville NC 01/2013 01/2022
Beacon Pointe Advisors, Llc Asheville NC 02/2022 Present
Previous Registrations
  • 2014-06-07 → 2022-02-24
    Altavista Wealth Management, Inc.
    Asheville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-07
  • S65 Uniform Investment Adviser Law Examination
    2014-06-07
Designations

View on SEC IAPD

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