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 |
|---|---|---|---|
| NC | RA | APPROVED | 2022-01-11 |
Branch Locations
3211 Shannon Road, Durham, NC 27707 • 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 Advisors, Llc | Durham | NC | 11/2021 | Present |
| Dmj & Co., Pllc | Durham | NC | 11/2018 | Present |
| Dixon Hughes Goodman, Llp | Raleigh | NC | 01/2011 | 10/2018 |
1. DMJ & Co., PLLC. Position: Partner. Nature: CPA Firm. Investment related: No. Number of hours: 40+ hours per week. Hours spent during trading hours per week: 40 hours per week. Start date: 11/2021. Greensboro, NC. Description: Partner/CPA. 2. Housing for New Hope. Position: Board Member. Nature: Non-Profit/Housing. Investment related: No. Number of hours: 40 hours per year. Hours spent during trading hours per week: 40 hours per year. Start date: 04/2021. Durham, NC. Description: Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-11 |
Reach out to this advisor