Best Investors
Account
Sign in
Best Investors
Account
Sign in
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Jefferson Ave 205, Murrieta, CA 92562 • United States
25109 Jefferson Ave Suite 205, Murrieta, CA 92562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-29 |
| TX | RA | APPROVED | 2022-09-28 |
Branch Locations
25109 Jefferson Ave Suite 205, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 09/2006 | 09/2016 |
| Davies Financial Advisors, Inc. | Murrieta | CA | 10/2016 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | 03/2017 |
| Morgan Stanley | Carlsbad | CA | 03/2017 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2018 | 10/2022 |
| Davies Financial Advisors, Inc. | Murrieta | CA | 11/2017 | Present |
| Ccg Wealth Management Llc | Murrieta | CA | 07/2025 | Present |
1) On a temporary and transitional basis, Mr. Simmons will be dually registered as an investment advisor representative with CCG Wealth Management LLC and Davies Financial Advisors, Inc. Mr. Simmons is maintaining the dual Investment Advisor Representative registration as he works to transition clients to CCG Wealth Management LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
Reach out to this advisor