Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-21 |
Branch Locations
19782 Macarthur Blvd Suite 270, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Elk Grove | CA | 07/2008 | Present |
| Grip Insurance Agency | Sacramento | CA | 03/2010 | 03/2018 |
| Verity General Insurance Agency | Elk Grove | CA | 09/2019 | Present |
| California Fine Wine & Spirits | Elk Grove | CA | 05/2020 | Present |
| Beacon Strategic Planning Solutions Llc | Elk Grove | CA | 07/2016 | 07/2020 |
| Osaic Wealth, Inc | Irvine | CA | 01/2025 | Present |
1. CA FINE WINE & SPIRITS POSITION: Sales Associate NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2020 ADDRESS: 7707 Laguna Blvd, #140, Elk Grove CA 95758, United States DESCRIPTION: Conduct wine classes, wine sales. 2. VERITY GENERAL INSURANCE AGENCY POSITION: President/Principal NATURE: Insurance Agency Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 09/04/2019 ADDRESS: 9245 Laguna Springs Dr, Ste 200, Elk Grove CA 95758, United States DESCRIPTION: Insurance services, agent training & management 3. SELF-EMPLOYED-INSURANCE AGENT, NON-INVESTMENT RELATED, 9245 LAGUNA SPRINGS DR, STE 200, ELK GROVE, CA 95758, STARTED 08/08, INSURANCE SALES, 80 HRS/MO, 40HR/MO DURDING TRADING HOURS, INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-23 |
Reach out to this advisor