Best Investors
Account
Sign in
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ihss | Burbank | CA | 02/2014 | Present |
| Lpl Financial Llc | Thousand Oaks | CA | 09/2015 | 04/2017 |
| Premier America Credit Union | Thousand Oaks | CA | 09/2015 | 04/2017 |
| Securities America, Inc. | Van Nuys | CA | 05/2017 | 12/2020 |
| Verus Capital Partner, Llc | Van Nuys | CA | 05/2017 | 10/2020 |
| Ifp Securities | Tampa | FL | 05/2022 | Present |
| Independent Financial Partners | Tampa | FL | 05/2022 | Present |
1. Fixed Insurance - Investment Related -1800 Broadview Drive, Glendale, CA 91208 - Agent - selling and servicing fixed insurance products through various carriers. 80 hrs/mo, 40 hrs/mo during trading hours. start: 4/28/2022 2. IHSS - Not Investment Related - 7108 Quakertown Avenue, Canoga Park, CA 91306 - In home health care provider for father and mother, 50 hrs/mo, 5 hrs/mo during trading, start 9/1/2016 3. Property Ownership/Rental - 7244 Paso Robles, Lake Balboa, CA 91406- Sole proprietor collecting rent - Investment Related - 0 hrs/mo, start 5/1/2008 4. Great Wealth Management - DBA Name Only - 1800 Broadview Drive, Glendale, CA 91208 - DBA Name used for investments business. start 5/10/2022 - 160 hrs/mo during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-24 |
Reach out to this advisor