Best Investors
Account
Sign in
Best Investors
Account
Sign in
1700 W. Katella Ave., Orange, CA 92867 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2020-02-03 |
Branch Locations
1700 W Katella Ave, Orange, CA 92867 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 08/2004 | 01/2020 |
| American Mutual Group | Honolulu | HI | 09/2004 | 01/2025 |
| B. B. Graham & Co. | Orange | CA | 01/2020 | Present |
| Financial Benefits Insurance, Inc | Honolulu | HI | 03/2014 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * Financial Benefits Insurance; SAME AS BRANCH; INV REL; INSURANCE AGENCY; INDEPENDENT CONTRACTOR/INSURANCE AGENT; START DATE=03/2014; HRS/MO=80; TRADING HRS/MO=96; INSURANCE AGENT;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-02 |
Reach out to this advisor