Best Investors
Account
Sign in
Best Investors
Account
Sign in
6050 Hellyer Ave Suite 150, San Jose, CA 95138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
6050 Hellyer Ave Suite 150, San Jose, CA 95138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Wealth Management Solutions, Inc. | San Jose | CA | 01/2012 | Present |
No name I am an insurance agent. Yes the business is investment related Same as my business 6050 Hellyer ave suite 150 SJ CA 95138 Insurance sales Agent 4 hours a month 4 hours a month Look for Life insurance and Health insurance for my clients also look at Annuitites.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-23 |
Reach out to this advisor