Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-10-28 |
Branch Locations
375 N. Stephanie Street, Suite 2212, Bldg 22, Henderson, NV 89014 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Sacramento | CA | 02/2003 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 10/2024 | Present |
| Bms Insurance And Tax Services, Llc | Henderson | NV | 10/2024 | Present |
| Tempus Financial Group, Inc. | Las Vegas | NV | 12/2010 | Present |
1) BMS Insurance and Tax Services, LLC-375 North Stephanie Street, Suite 2212, Bldg 22,Henderson, NV 89014; Investment related; securities-investment advisory sales & svcs; Representative/Agent; Start date 10/2024; 80 hrs/mnth & during trading. 2) Tempus Financial Group, Inc.-7427 Tomahawk Bend Ave., Las Vegas, NV 89113; Noninvestment related; Equipment finance broker-help individuals/companies acquire outside financing for large equipment purchases; President/Finance Broker; Start date 12/2010; 80 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-12 |
| S66 | Uniform Combined State Law Examination | 2003-10-28 |
Reach out to this advisor