Best Investors
Account
Sign in
12531 High Bluff Drive Suite 110, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-04-10 |
| CA | RA | APPROVED | 2019-01-23 |
Branch Locations
12531 High Bluff Drive Suite 110, San Diego, CA 92130 • United States
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-17 |
| CA | RA | APPROVED | 2005-10-21 |
Branch Locations
12531 High Bluff Drive #110, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group, Llc | San Diego | CA | 07/2004 | Present |
| Premier Wealth Advisors Llc | San Diego | CA | 12/2018 | Present |
(1) PREMIER WEALTH ADVISORS, LLC POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: 33% owner of SEC registered investment advisor. (2) TAX PREPARER POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Preparing income taxes (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2004 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: INSURANCE AGENT OFFERING SALES OF VARIOUS TYPES OF INSURANCE PRODUCTS (4) REAL ESTATE POSITION: Agent/Representative NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2018 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: LICENSED REAL ESTATE AGENT (5) RENTAL PROPERTY POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2005 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Own a rental property in San Diego. (6) AC FINANCIAL SERVICES, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2011 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: BUSINESS ENTITY FOR TAX PURPOSES. (7) ACDC PROPERTIES, LLC POSITION: Officer/Director NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/30/2023 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: I setup this LLC to hold my rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
Reach out to this advisor