Best Investors
Account
Sign in
Best Investors
Account
Sign in
43537 Ridge Park Drive, Temecula, CA 92590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southern Az Retirement Council | Tucson | AZ | 02/2006 | 01/2022 |
| Balboa Wealth Partners, Inc. | Temecula | CA | 01/2018 | 07/2018 |
| Southern Ca Retirement Council/ P.K.A Wealth Protection Partners | Murrieta | CA | 02/2009 | 01/2022 |
| Virtue Capital Management, Llc | Brentwood | TN | 05/2019 | 03/2020 |
| Optivise Advisory Services | Franklin | TN | 03/2020 | 11/2021 |
| American United Life | Temecula | CA | 01/2022 | 09/2022 |
| Oneamerica Securities | Temecula | CA | 01/2022 | 09/2022 |
| Kinetic Investment Management, Inc. | Temecula | CA | 11/2022 | 10/2023 |
| Secure Investment Management | Tuscon | AZ | 10/2023 | 04/2024 |
| Wealth Protection Partners, Inc | Murrieta | CA | 01/2009 | 12/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2024 | 08/2025 |
| National Retirement Institute, Llc | Murrieta | CA | 01/2026 | Present |
Unconditional Love Foundation; Not investment related; 38755 Via Vista Grande Murrieta CA 92562; Charity; Founder; 1998; 50hrs/mo; 50hrs/mo outside of trading; Animal Care and Rescue
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-05 |
Reach out to this advisor