Best Investors
Account
Sign in
4747 Viewridge Ave Suite 107, San Diego, CA 92123-1688 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-03-12 |
| CA | RA | APPROVED | 2012-03-15 |
Branch Locations
4747 Viewridge Ave Ste 107, San Diego, CA 92123-1688 • United States
4747 Viewridge Ave Suite 107, San Diego, CA 92123-1688 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities Inc. | San Diego | CA | 10/2003 | 11/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 11/2017 | 03/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 03/2019 | Present |
| Pacific Capital Associates, Inc. | San Diego | CA | 10/2011 | Present |
1. MUTUAL SECURITIES, INC.; INVESTMENT-RELATED; 4747 VIEWRIDGE AVENUE, SUITE 107 SAN DIEGO, CA 92123; BROKER-DEALER; REGISTERED REPRESENTATIVE; START DATE 03/2019; APPROXIMATELY 12 HOURS PER MONTH; 6 HOURS DURING TRADING HOURS; BROKER-DEALER BUSINESS WORKING WITH DIRECT MUTUAL FUND ACCOUNTS, 403B's, 529's, AND FIXED/VARIABLE ANNUITIES. 2. INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; 4747 VIEWRIDGE AVENUE, SUITE 107 SAN DIEGO, CA 92123; INSURANCE SALES; INSURANCE AGENT; START DATE 2000; APPROXIMATELY 2 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS; SELLING TERM LIFE INSURANCE 3. City of Escondido - Community Services, Start Date: 04/01/2025, 201 N. Broadway, Escondido, CA 92025, General-law City, Community Service, Recreation Specialist (Referee), Responsible for the general supervision of youth and adult hockey games by enforcing the rules and maintaining the order of the game, Not Investment Related, 16 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-25 |
Reach out to this advisor