Best Investors
Account
Sign in
Best Investors
Account
Sign in
Long Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ross Financial Group | Long Beach | CA | 06/2011 | Present |
DIRECT INSURANCE BUSINESS NOT INV RELATED 611 WILSHIRE BLVD. STE 909 LOS ANGELES CA 90017 NATURE: DOES BUSINESS W/ INSURANCE COMPANIES POSITION: BROKER DUTIES: BROKER START DATE 1/2004 20HRS/ MONTH DURING TRADING HRS ***************************************** NAME: DAVID ROSS BKR NOT INV REL ADDRESS: 9601 WILSHIRE BLVD STE 560 BEVERLY HILLS CA 90210 NATURE: I HAVE A CLIENT, MARRIED COUPLE, WHO HAVE OWNED A BUINESS FOR 40YRS. I USED TO BE A BUSINESS CONSULTANT AND THEY HAVE ASKED IF I COULD CONSULT THEM ON GENERAL BUSINESS ISSUES, PARTICULARLY STRATEGIC PLANNING START: 06/07 NO HRS/MO: 5 NO.HRS/MO DURING TRADING: 0 DUTIES: BUSINESS CONSULTANT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
Reach out to this advisor