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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-16 |
Branch Locations
4 Vanderbilt Park Drive Suite 310, Asheville, NC 28803 • 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 |
|---|---|---|---|---|
| Page And Windrow | Nashville | TN | 09/2014 | 12/2016 |
| Cumberland Trust & Investment Co | Nashville | TN | 01/2015 | 12/2016 |
| Traveling/Vacation | Asheville | NC | 12/2016 | 01/2017 |
| Altavista Wealth Management | Asheville | NC | 01/2017 | 01/2022 |
| Beacon Pointe Advisors, Llc | Asheville | NC | 07/2022 | 08/2023 |
| Beacon Pointe Advisors, Llc | Asheville | NC | 08/2023 | Present |
| Beacon Pointe Advisors, Llc | Asheville | NC | 02/2022 | 07/2022 |
Women for Women; Not-investment related; Address: 4 Vanderbilt Park Drive, Suite 300, Asheville, NC 28803; Nature of the business: This is a nonprofit women's giving circle who's mission is to improve the lives of women and girls in Western North Carolina through collective giving.; Role/Title: Treasurer; Start Date: 07/01/2026; 3 HRS/MO devoted to OBA, 1 HR/MO during trading hours; Duties: Tracking and reporting the organizations inflows and outflows throughout the year.
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