Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | San Diego | CA | 06/2015 | 02/2021 |
| Oneamerica Retirement Services | San Diego | CA | 09/2014 | 02/2021 |
| One America/City National Bank | San Diego | CA | 04/2007 | 02/2021 |
| Catalina Capital Group Llc | Torrance | CA | 02/2021 | 10/2024 |
| Commonwealth Financial Network | San Diego | CA | 10/2024 | 12/2024 |
| Terramar Wealth | Carlsbad | CA | 10/2024 | Present |
| Commonwealth Financial Network | San Diego | CA | 12/2024 | Present |
Fixed insurance sales; as of 10/04/2024; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-18 |
Reach out to this advisor