Best Investors
Account
Sign in
Best Investors
Account
Sign in
26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-24 |
| CA | RA | APPROVED | 2020-09-22 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services | Valencia | CA | 01/2003 | 10/2020 |
| Pasadena City College | Pasadena | CA | 01/1999 | 12/2020 |
| Sentryan Insurance Center | Valencia | CA | 05/2004 | Present |
| Community Education | Valencia | CA | 01/2003 | 12/2020 |
| Raymond James Financial Services Advisors, Inc | Valencia | CA | 01/2009 | 10/2020 |
| Wanda Llc | Santa Clarita | CA | 01/2015 | 12/2018 |
| Second Saturday-Pasadena | Pasadena | CA | 09/2015 | 12/2020 |
| Santa Clarita Valley Chamber Of Commerce | Santa Clarita | CA | 02/2019 | Present |
| Vance Wealth, Inc. | Santa Clarita | CA | 09/2020 | Present |
Santa Clarita Valley Chamber of Commerce , 26491 Summit Circle,Santa Clarita, CA, Board Member/Officer/Director, Director, No, 2/1/2019, 5 hrs/month, 2 hrs/months during trading hours, Member of Board and Finance committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-20 |
Reach out to this advisor