Best Investors
Account
Sign in
Best Investors
Account
Sign in
12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1998-03-30 |
Branch Locations
2909 Coffee Road, Suite 8, Modesto, CA 95355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Investors Company | San Ramon | CA | 01/1991 | Present |
| Swanson & Derby Insurance And Financial Services | Modesto | CA | 09/1996 | 07/2019 |
| American Investors Company | San Ramon | CA | 03/1998 | Present |
| David R. Derby Insurance And Financial Services | Modesto | CA | 07/2019 | Present |
| David Derby | Modesto | CA | 07/2019 | 07/2024 |
1) I CONDUCT LIFE AND DISABILITY INSURANCE AS DAVID R. DERBY INSURANCE AND FINANCIAL SERVICES (FORMERLY SWANSON & DERBY INSURANCE AND FINANCIAL SERVICES). THERE IS NO INVESTMENT RELATED BUSINESS CONDUCTED THROUGH THIS RELATIONSHIP. THE ADDRESS IS 2909 COFFEE ROAD, SUITE 8, MODESTO, CA 95355, I DEVOTE APPROXIMATELY 220 HOURS PER MONTH TO INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
Reach out to this advisor