Sultan Beardsley has been an investment adviser representative at Twin Peaks Wealth Advisors since January 2023, and is not listed among the firm’s executive officers or direct owners.
Twin Peaks Wealth Advisors, LLC is a firm with $585M under management, 431 clients and 9 advisers across 4 offices, as of its September 2026 filing.
Investment adviser representative registrations
Sultan Beardsley is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in January 2024.
- CaliforniaSince 4 January 2023
- TexasSince 10 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7411357
- Firm
- Twin Peaks Wealth Advisors · CRD 323817
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Sultan Beardsley work?
Sultan Beardsley is an investment adviser representative registered through Twin Peaks Wealth Advisors, LLC since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Sultan Beardsley a financial advisor?
Yes. Sultan Beardsley has a current investment-adviser registration in California and Texas, through Twin Peaks Wealth Advisors since January 2023.
How many years of experience does Sultan Beardsley have?
Sultan Beardsley has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Sultan Beardsley passed?
Sultan Beardsley passed the Series 65 in August 2020.
Is Sultan Beardsley registered with FINRA?
No. Sultan Beardsley has no current broker registration.
How can I verify Sultan Beardsley’s record?
Search CRD 7411357 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sultan Beardsley’s full registration record.