Best Investors
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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-24 |
Branch Locations
8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042 • 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 |
|---|---|---|---|---|
| Rolling Stone Ranch Golf Club | Steamboat Springs | CO | 06/2015 | 07/2018 |
| Willingers Golf Club | Northfield | MN | 05/2019 | 06/2020 |
| Landmark Wealth Management Group | Lake Elmo | MN | 07/2020 | 06/2023 |
| Usa Hockey | Steamboat Springs | CO | 11/2014 | 02/2017 |
| Steamboat Little League Baseball | Steamboat Springs | CO | 05/2014 | 07/2017 |
| St. Olaf College | Northfield | MN | 08/2018 | 05/2022 |
| Landmark Wealth Management Group | Lake Elmo | MN | 06/2023 | 10/2024 |
| Beacon Pointe Advisors, Llc | Lake Elmo | MN | 10/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Lake Elmo | MN | 10/2024 | 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: 10/2024; 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 | 2022-11-21 |
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