Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-09-26 |
| CA | RA | APPROVED | 2003-11-04 |
Branch Locations
30 N. San Pedro Road #115, San Rafael, CA 94903 • United States
325 N Wigit Suite 130, Walnut Creek, CA 94598 • United States
1785 Arnold Drive, Martinez, CA 94553 • United States
1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance | Walnut Creek | CA | 11/2003 | Present |
| Mml Investors Services | Walnut Creek | CA | 11/2003 | Present |
NAME: RENTAL PROPERTY OWNER INV REL: Y ADD: 2704 OAK ROAD #72 WALNUT CREEK CA 94597 & 119 GOLD RUSH COURT CLAYTON CA NATURE: RENTAL PROPERTY POSITION: OWNER START DATE: 8/1/03 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: OWNER, COLLECT RENT 2) NAME: TONY DELUMEN INV REL: Y ADD: 1676 N CALIFORNIA BLVD STE 430 WALNUT CREEK CA 94596 NATURE: INSURANCE SALES POSITION: SALES/ AGENT START DATE: 11/10/2005 HR/MO:1 HR/MO D TRAD: 1 (3) NAME: MADISON VINEYARDS INV REL: N ADD: 3150 REED AVE LIVERMORE CA 94550 NATURE: WINERY OWNER, GROWING, SELLING WINE GRAPES. MAKING AND SELLING WINE POSITION: OWNER START DATE: 1/2/2020 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-10 |
Reach out to this advisor