Best Investors
Account
Sign in
Best Investors
Account
Sign in
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
13520 Evening Creek Dr N Ste 130, San Diego, CA 92128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Funds Distributors Llc | Encinitas | CA | 08/2016 | 01/2026 |
| Taxable Wealth | San Diego | CA | 01/2026 | Present |
TAVIK HOLDINGS,LLC - 6001 OAK CANYON, IRVINE, CA 92618; 0.5% PASSIVE OWNERSHIP OF CLOTHING COMPANY; DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY DURING NON-TRADING HOURS; NON INVESTMENT-RELATED; ACTIVITY BEGAN IN 2006 RENTAL PROPERTY OWNER (100%) - VARIOUS PROPERTIES; DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY DURING NON-TRADING HOURS; ACTIVITY BEGAN IN 2012
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-12-23 |
Reach out to this advisor