Best Investors
Account
Sign in
Best Investors
Account
Sign in
45 W Easy Street Suite 37, Simi Valley, CA 93065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-12 |
| CA | RA | APPROVED | 2022-05-10 |
Branch Locations
45 W Easy Street Suite 37, Simi Valley, CA 93065 • 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 |
|---|---|---|---|---|
| Western International Securities, Inc. | Pasadena | CA | 04/2013 | 05/2022 |
| Pb Capital | Simi Valley | CA | 05/2022 | Present |
| Patrick Bolger Life, Ltc, And Variable Annuities Insurance | Simi Valley | CA | 07/1998 | Present |
1) Patrick Bolger Life, LTC, and Variable Annuities; Investment-Related; 45 West Easy St. Ste 37, Simi Valley, CA, 93065; Insurance; Principal; Start 07/1998 ; Approx. 2 hours a month; 2 during trading hours; Provide quotes and coverage when clients ask for insurance services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
Reach out to this advisor