Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-30 |
| TX | RA | APPROVED | 2026-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Corona | CA | 01/2026 | Present |
| Edward Jones | Rancho Mirage | CA | 06/2024 | 08/2025 |
| Liberty Capital Strategists | Tustin | CA | 08/2025 | 11/2025 |
| Pandora Ventures | Costa Mesa | CA | 12/2022 | 02/2023 |
| Wealth Management Solutions | Newport Beach | CA | 05/2021 | 06/2023 |
| Unemployed | Irvine | CA | 01/2016 | 10/2018 |
| Primary Advisors | Newport Beach | CA | 05/2021 | 06/2024 |
| Unemployed | Corona | CA | 11/2025 | 01/2026 |
| Kay Jewelers | Palm Desert | CA | 06/2023 | 02/2025 |
| Hobbs East Llc | Costa Mesa | CA | 10/2018 | 05/2021 |
OBA-128644|OrgNmn:United Nationa Association of the Coachella Valley|Org Addr:Indian Wel,California,US|OBA Nature:Service organization/club|Invst Rel:N|Title:Treasurer|Duties:filling out forms and reconciling bank statements|StrtDt:03-26-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-128643|OrgNmn:Rotary Club of Namaste Nexus|Org Addr:Indian Wel,California,US|OBA Nature:Rotary Club|Invst Rel:N|Title:Treasurer|Duties:Treasurer - filling out forms, reconciling bank accounts|StrtDt:03-26-26|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2011-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-24 |
Reach out to this advisor