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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
Glen Ellen, CA • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
1100 Larkspur Landing Circle, Suite 300, Larkspur, CA 94939 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Richmond | VA | 07/2017 | 07/2019 |
| Virginia Tech | Falls Church | VA | 01/2016 | 05/2017 |
| Bb&T Securities | Richmond | VA | 07/2019 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 01/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2023 |
| Raymond James & Associates | Richmond | VA | 01/2023 | 07/2024 |
| Unemployed | Gainesville | FL | 07/2024 | 10/2024 |
| Waypoint Wealth Partners, Llc | Mill Valley | CA | 01/2025 | 06/2025 |
| Beacon Pointe Advisors, Llc | Mill Valley | CA | 07/2025 | 03/2026 |
| Beacon Pointe Advisors, Llc | Mill Valley | CA | 04/2026 | 04/2026 |
| Beacon Pointe Advisors, Llc | Larkspur | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
Reach out to this advisor