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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-04-12 |
Branch Locations
16767 N Perimeter Dr, Suite 100, Scottsdale, AZ 85260 • 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 |
|---|---|---|---|---|
| Wofford College | Spartanburg | SC | 09/2014 | 05/2018 |
| Traveling/Unemployed | Richmond | VA | 05/2018 | 11/2018 |
| Silvercrest Asset Management Group | Richmond | VA | 11/2018 | 03/2021 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2021 | 04/2023 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2023 | 04/2024 |
| Beacon Pointe Advisors, Llc | Scottsdale | AZ | 04/2024 | Present |
| Beacon Pointe Insurance Services, Llc | Scottsdale | AZ | 10/2023 | 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: 10/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).
Reach out to this advisor