Best Investors
Account
Sign in
Best Investors
Account
Sign in
1645 Milan Way, San Marcos, CA 92078 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-08 |
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B. Riley & Co., Llc | Los Angeles | CA | 12/2012 | 03/2021 |
| Fbr Capital Markets & Co. | Los Angeles | CA | 11/2017 | 03/2021 |
| Wedbush Securities Inc. | Los Angeles | CA | 03/2021 | 07/2023 |
| Wedbush Securities | Los Angeles | CA | 12/2023 | 03/2024 |
| Unemployed | San Marcos | CA | 08/2023 | 11/2023 |
| Unemployed | San Marcos | CA | 04/2024 | 12/2024 |
| Mcwilliams Asset Management Inc. | San Marcos | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-12 |
Reach out to this advisor