Best Investors
Account
Sign in
Best Investors
Account
Sign in
1363 Donlon Street #5, Ventura, CA 93003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1363 Donlon Street #5, Ventura, CA 93003 • United States
Montrose, CA • 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 |
|---|---|---|---|---|
| Wescom Financial Services | Pasadena | CA | 12/2012 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2016 | 07/2021 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 08/2021 | 02/2023 |
| J. Alden Associates, Inc. | Wayne | PA | 05/2023 | 10/2024 |
| Alden Investment Group | Wayne | PA | 05/2023 | 10/2024 |
| Royal Construction Group | Upland | CA | 08/2022 | Present |
| Farmer Insurance | City Of Industry | CA | 08/2025 | Present |
| Anacapa Financial | Ventura | CA | 10/2025 | Present |
Farmers Insurance; yes; 17919 Gale Ave #205, City of Industry, CA 91748; insurance sales; licensed producer; 08/2025; 40 hours per month; +/- 10 during trading hours per month; insurance sales. Fixed Life Insurance Sales with Financial Independence Group, 19520 W. Catawba Ave., Suite 200, Cornelius, NC 28031. +/- 10 hours during Trading hours per month. Insurance Sales. Royal Construction Group; no; 1522 Howard Access Rd Unit A, Upland, CA 91786; construction; business consultant/project manager; 08/2022; 80 hours per month; +/- 10 hours during trading hours per month; business development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-26 |
Reach out to this advisor