Best Investors
Account
Sign in
1496 Neptune Ave, Encinitas, CA 92024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10188 Telesis Court Suite 130, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| The Garrett Group | San Diego | CA | 05/1997 | Present |
| Tgg Management Company, Inc. | Cardiff | CA | 05/2008 | Present |
THE GARRETT GROUP - INDEPENDENT INSURANCE AGENT - INSURANCE SALES - SAN DIEGO, CA./RIA, INVESTMENT ADVISOR REP SAN ELIJO PARTNERS, LLC MANAGING MEMBER INVESTING IN SMALL BUSINESSES MIRA SORRENTO PROPERTIES.PROPERTY MANAGEMENT AND REAL ESTATE ACQUISITION.5355 MIRA SORRENTO PLACE SUITE 630 SAN DIEGO, CA 92121.METHOD OF COMPENSATION: PROFIT (LOSS) SHARING. BUSINESS CONSULTING. APPROXIMATELY, 20% OF MY TIME IS SPENT ON THIS ACTIVITY. 5355 MIRA SORRENTO PLACE SUITE 630 SAN DIEGO, CA 92121 IT INCLUDES STRATEGIC CONSULTING ON ACCOUNTING, OR OTHER BUSINESS PROCESS ISSUES. THIS IS A DBA UNDER THE SOUTHERN CALIFORNIA GARRETT GROUP, INC. AND BILLED AS THE GARRETT GROUP.METHOD OF COMPENSATION: NONE TGG MANAGEMENT COMPANY, INC; INVESTMENT RELATED; LOCATED AT 1953 SAN ELIJO AVE #203, CARDIFF, CA 92007; INVESTMENT ADVISORY SERVICES; START DATE 05/16/2008; 20 HRS/MONTH; STRATEGIC INFORMATION GROUP, INTERNATIONAL, NOT INVESTMENT RELATED, 1953 SAN ELIJO AVE STE 201, CARDIFF CA 92007. SOFTWARE SALES AND CONSULTING- BOARD MEMBER START 10/22/09
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-21 |
Reach out to this advisor