Best Investors
Account
Sign in
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-10 |
Branch Locations
411 E Betteravia Rd. Ste 101, Santa Maria, CA 93454 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santa Maria Joint Union High School District | Santa Maria | CA | 11/2004 | 10/2021 |
| Ogden Wealth Management & Planning Services, Llc | Santa Maria | CA | 08/2015 | 07/2018 |
| Golden State Wealth Management, Llc | Santa Maria | CA | 07/2019 | Present |
| Lpl Financial, Llc | Santa Maria | CA | 07/2019 | Present |
1)07/17/2019 - DBA for LPL Business (entity for LPL business) - OGDEN WEALTH - 100% - INVESTMENT RELATED - SANTA MARIA, CA 93454 2)11/30/2017 - Musician - DAVID OGDEN - 6HRS/MO 0HRS DURING TRADING - NOT INVESTMENT RELATED - SANTA MARIA, CA 3) 07/23/2019 - Golden State Wealth Management, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - IAR - 24 hrs during trading - I provide investment advisory services through Golden State Wealth Management, an independent investment advisor firm. I started this business activity in July 2019. I expect to spend approximately 24 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 9/3/2020 - Golden State Insurance Services also known as Blueprint Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/17/2020 - 5 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
Reach out to this advisor