Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
5100 Marlborough Drive Suite 200 & 201, San Diego, CA 92116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2009 | 07/2024 |
| Cambridge Investment Reasearch Advisors, Inc. | Fairfield | IA | 08/2009 | 07/2024 |
| Commonwealth Financial Network | San Diego | CA | 07/2024 | Present |
| Sonnenberg Financial Solutions | San Diego | CA | 07/2024 | Present |
Owner, a private entity established to facilitate securities, advisory, and insurance business; Located at 5100 Marlborough Drive, Suite 200/201, San Diego, CA 92116; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-08 |
Reach out to this advisor