Best Investors
Account
Sign in
1957 Carson Street Suite 100, Torrance, CA 90501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2010-05-21 |
Branch Locations
1957 Carson Street Suite 100, Torrance, CA 90501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Torrance | CA | 05/2010 | Present |
| Tortuga Wealth Management, Inc. | Torrance | CA | 05/2010 | Present |
1. 3/19/2013: TORTUGA WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR DBA - TIME SPENT 50% - WE ARE AFFILIATED WITH THE RIA THROUGH THE HYBRID PLATFORM. WE PROVIDE FINANCIAL PLANNING, ADVISORY ACCOUNTS, AND HOURLY CONSULTING. - (HYBRID) TORTUGA WEALTH MANAGEMENT. 2. 10/7/2013 - TORTUGA WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 10/3/2017 - Toryanik Gramercy Holdings - Investment Related - 1957 W. Carson St. #100, Torrance, CA 90501 - Real Estate Rental - Started 08/30/2013 - 2 Hours Per Month During Securities Trading - Purchase a commercial real estate property with 8 units. One of the units we will occupy for Tortuga Wealth Management, our RIA. 4. 3/28/2019 - Heritage Park Holdings, LLC - Investment related - 20116 Entradero Ave. Torrance, CA 90503 - Real Estate Rental - start date:02/01/2019 - 2 hrs/mo - 0 hrs during trading. 5. 10/7/2021 - Tortuga Hatch - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/04/2021 - 10 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-04 |
Reach out to this advisor