Best Investors
Account
Sign in
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 | 2018-09-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | San Diego | CA | 04/2012 | Present |
| Independent Financial Partners | San Diego | CA | 04/2012 | 09/2018 |
| Golden State Wealth Management D/B/A Fago Wealth Management | San Diego | CA | 09/2018 | Present |
1. 4/2/2012: FAGO WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - TIME SPENT 100%. 2. 8/14/2012: FAGO WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - TAX ENTITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-12 |
Reach out to this advisor