Best Investors
Account
Sign in
Best Investors
Account
Sign in
1606 Clovis Ave., Clovis, CA 93612 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2023-04-17 |
| CA | RA | APPROVED | 2023-04-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Fresno | CA | 08/2014 | 04/2023 |
| Principal Securities, Inc. | Fresno | CA | 08/2014 | 04/2023 |
| Integrated Planning & Investments | Clovis | CA | 04/2023 | Present |
| Integrated Cpa Group Llp | Clovis | CA | 08/2024 | Present |
***Fixed Insurance; Investment Related; Clovis, CA; Agent; Group/Ind Health, STD, LTD, Annuities, LTC; Start Date: 10/01/2014; 5 hrs per month; 5 during trading hours. ***Partner/Tax Advisor; Integrated CPA Group LLP; not investment related; Clovis, CA; 04/2023; 5 hrs/mo; 0 during trading hours. ***Rental Property; Not Investment Related; Clovis, CA; Rental Property; ; Start Date: 03/15/2019; 4 hrs per month; 0 during trading hours. ***Rental Property 1; Not Investment Related; Clovis, CA; Co-Owner; co-owner of rental property; Start Date: 09/01/2020; 2 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-02-07 |
Reach out to this advisor