Best Investors
Account
Sign in
Best Investors
Account
Sign in
1932 E Deere Ave Ste 220, Santa Ana, CA 92705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-05-13 |
Branch Locations
1932 E Deere Ave Ste 220, Santa Ana, CA 92705 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Crown Capital Securities, Lp | Orange | CA | 10/2012 | 05/2024 |
| Legacy Advisory Group Inc | Santa Ana | CA | 12/2023 | 04/2024 |
| Accounting & Legal Network | Santa Ana | CA | 03/2010 | Present |
| Legacy Advisory Group, Inc | Santa Ana | CA | 05/2026 | Present |
(1) START DATE 01/2006 I DEVOTE 150 HRS/MO (NONE DURING TRADING) AS OWNER OF ACCOUNTING & LEGAL NETWORK, INC. THIS IS NOT AN INVESTMENT RELATED ACTIVITY, THE NATURE OF THE BUSINESS IS ACCOUNTING. (2) licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-04 |
Reach out to this advisor