Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
3 Hamilton Landing Suite 260, Novato, CA 94949 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equius Partners, Inc. | Novato | CA | 01/2007 | 03/2023 |
| Wealth Enhancement Advisory Services | Novato | CA | 04/2023 | Present |
| Wealth Enhancement Group | Novato | CA | 04/2023 | Present |
WALTER JOHN HOLDING CO #1, LLC - 20 THORNTON CT, NOVATO, CA 94945 - PARTNER - RENTAL PROPERTY - 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. RENTAL PROPERTY - 20 THORNTON CT, NOVATO, CA 94945 - OWNER - 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-20 |
Reach out to this advisor