Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
Wildwood, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-20 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atandard | San Ramon | CA | 05/1992 | Present |
| Fsc Securities Corporation | Walnut Creek | CA | 12/2007 | 11/2023 |
| Osaic Wealth, Inc. | Walnut Creek | CA | 11/2023 | Present |
1. SOUTHLAND EQUITY PARTNERS POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 10/16/2023 ADDRESS: 1212 Broadway Plaza Suite 2100, Walnut Creek CA 94596, United States DESCRIPTION: Provide investment advice to clients. 2. DIABLO BENEFIT GROUP POSITION: Owner - NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 240 START DATE: 01/01/1998 ADDRESS: 1212 Broadway Plaza Suite 2100, Walnut Creek CA 94596, United States DESCRIPTION: Employee Benefits Sales and Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-12-28 |
Reach out to this advisor