Best Investors
Account
Sign in
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-27 |
Branch Locations
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES
6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunham & Associates Investment Counsel, Inc | San Diego | CA | 12/2003 | 05/2022 |
| Fidelity Investments | Southlake | TX | 05/2022 | 05/2022 |
| Dunham & Associates Investment Counsel, Inc. | San Diego | CA | 05/2022 | Present |
THE FOLLOWING IS CONSIDERED AN INVESTMENT-RELATED ACTIVITY SINCE THE INDIVIDUAL IS ASSOCIATED WITH AN ENTITY THAT PROVIDES INVESTMENT ADVICE RELATED TO SECURITIES AND/OR REAL ESTATE. AGENT, DUNHAM TRUST COMPANY ("DTC") FROM 2006 TO PRESENT. DTC OFFERS TRUSTEE, INVESTMENT MANAGEMENT AND CUSTODIAL SERVICES FOR PERSONAL TRUST ACCOUNTS, EMPLOYEE BENEFIT ACCOUNTS, CUSTODY AND THIRD PARTY AGENCY ACCOUNTS. MR. GITTINGS IS AUTHORIZED TO EXECUTE DOCUMENTS OR AGREEMENTS OR TAKE SUCH ACTION AS MAY BE NECESSARY TO ESTABLISH BANKING, SECURITIES, CREDIT LINES, OR ANY OTHER ACCOUNTS AS NEEDED FOR THE OPERATION OF DTC WITH ANY BANK, BROKERAGE FIRM OR OTHER FINANCIAL INSTITUTION. HE SPENDS LESS THAN 1% OF HIS TIME ACTING IN THIS CAPACITY. DTC IS LOCATED AT 50 N SIERRA ST #201, RENO, NEVADA 89501.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2006-11-25 |
Reach out to this advisor