Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-23 |
| TX | RA | APPROVED_RES | 2023-02-23 |
Branch Locations
1321 Osos Street Suite 210, San Luis Obispo, CA 93401 • United States
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 |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 06/2005 | 09/2017 |
| Independent Financial Group | San Luis Obispo | CA | 09/2017 | 02/2018 |
| Morgan Stanley | San Luis Obispo | CA | 02/2018 | 10/2022 |
| Wilde Wealth Management | San Luis Obispo | CA | 11/2022 | 12/2022 |
| Cetera Advisors | St Cloud | MN | 11/2022 | 12/2022 |
| Morgan Stanley | Obispo | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-13 |
Reach out to this advisor