Best Investors
Account
Sign in
Best Investors
Account
Sign in
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
3665 Ruffin Rd Ste 204, San Diego, CA 92108 • United States
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • 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 |
|---|---|---|---|---|
| Alpha Global Investments | San Diego | CA | 10/2012 | 04/2024 |
| Caitlin John, Llc | Brighton | MI | 05/2024 | Present |
| Wma Enterprises, Inc. | San Diego | CA | 01/2013 | Present |
| Bastion Wealth Management | San Diego | CA | 05/2024 | Present |
| Self Employed | San Diego | CA | 10/2012 | Present |
1) WMA Enterprises, Inc; Not Investment Related; 3665 Ruffin Road, Suite 204, San Diego, CA 92123; Accounting Firm; CEO and Co-Owner; 2013 to Present; Seasonal - on average 30hrs/month; 10hrs/month during trading hours; Prepare tax returns. 2) Bastion Wealth Management; Investment Related; 3665 Ruffin Road, Suite 204, San Diego, CA 92123; Independent brand offering Advisory Services through Caitlin John, LLC; Principal; 2024 to Present; 10hrs/month; 10hrs/month during trading hours; Cultivates client relationships and solicits investment advisory services on behalf of Caitlin John, LLC. 3) Self Employed; Investment Related; 3665 Ruffin Road, Suite 204, San Diego, CA 92123; Insurance Product Sales; Independent Insurance Agent; 2012 to Present; 10hrs/month; 10hrs/month during trading hours; Insurance Product Sales, annuities and life insurance strategies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-08 |
| S66 | Uniform Combined State Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-27 |
Reach out to this advisor