Best Investors
Account
Sign in
Best Investors
Account
Sign in
Benicia, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
Benicia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Capital Inc. | Benicia | CA | 05/2013 | 04/2020 |
| Wheels Up Wealth, Inc. | Benicia | CA | 04/2020 | Present |
SINCE 1987, INDIVIDUALLY AND THEN AS A TRUSTEE OF THE HARKINS FAMILY TRUST, I OWN REAL ESTATE INVESTMENT PROPERTIES, PRIMARILY MULTI-FAMILY APARTMENT BUILDINGS. THE PROPERTIES ARE MANAGED BY A PROFESSIONAL MANAGEMENT COMPANY AND SECONDARILY BY BRIAN HARKINS, ALSO A TRUSTEE OF THE HARKINS FAMILY TRUST. I DEVOTE ONE TO TWO HOURS PER MONTH ON THE BANKING AND TAX RECORDS RELATED TO THE REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-26 |
Reach out to this advisor