Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Diego | CA | 11/2014 | 09/2018 |
| Securities America, Inc. | Riverside | CA | 09/2018 | 06/2024 |
| Securities America Advisors | Riverside | CA | 09/2018 | 06/2024 |
| Osaic Wealth, Inc. | Riverside | CA | 06/2024 | 11/2025 |
| Rivco Wealth Management | Riverside | CA | 12/2014 | Present |
| Rivco Insurance | Riverside | CA | 12/2014 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2004 APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RIVCO WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 12/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: PROVIDING INVESTMENT ADVICE TO CLIENTS; 3. NAME OF OTHER BUSINESS: RIVCO INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA ONLY FOR DIRECT INSURANCE BUSINESS START DATE: 12/2014 POSITION/TITLE/RELATIONSHIP: INSURANCE PRODUCER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: DIRECT INSURANCE BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-07 |
Reach out to this advisor