Best Investors
Account
Sign in
Best Investors
Account
Sign in
801 Sterling Pkwy Suite 110, Lincoln, CA 95648 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2024-04-30 |
| CA | RA | APPROVED | 2014-07-03 |
Branch Locations
801 Sterling Pkwy Suite 110, Lincoln, CA 95648 • 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 |
|---|---|---|---|---|
| Innovative Financial Advisors, Llc | Lincoln | CA | 06/2014 | Present |
| Breckenridge Tax & Financial Services | Lincoln | CA | 02/2016 | Present |
BRECKENRIDGE TAX & FINANCIAL SERVICES. 801 STERLING PKWY, STE 110 LINCOLN, CA 95648. TAX PREPARATION, SEASONAL 60 HOURS PER MONTH, 60 HOURS PER MONTH DURING SECURITIES TRADING HOURS DURING PEAK 3 MONTHS. AT SAME ADDRESS,ALSO ENGAGED IN SELLING FIXED ANNUITIES, LIFE, HEALTH AND LONGTERM CARE INSURANCE. 60 HRS PER MONTH, 20 HRS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
Reach out to this advisor