Best Investors
Account
Sign in
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-02 |
| CA | RA | APPROVED | 2025-08-01 |
Branch Locations
100 E. San Marcos Boulevard Suite 400, San Marcos, CA 92069 • United States
16870 West Bernardo Court Suite 400, San Diego, CA 92127 • United States
4025 Camino Del Rio South Suite 300, San Diego, CA 92108 • United States
12730 High Bluff Drive Suite 160, San Diego, CA 92130 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | San Marcos | CA | 01/2007 | 04/2017 |
| Kingsview Asset Management | Grants Pass | OR | 04/2017 | 08/2025 |
| State Of California | San Marcos | CA | 09/2018 | 12/2025 |
| Kingsview Partners | San Marcos | CA | 04/2017 | 07/2025 |
| Concurrent Investment Advisors, Llc | San Diego | CA | 08/2025 | Present |
| Dimitris Petros Magemeneas Inc. | San Diego | CA | 08/2025 | Present |
Dimitris Petros Magemeneas Inc.; Investment Related: No; 12730 High Bluff Drive, Suite 160, San Diego, CA 92130; Inc.; Owner; 08/01/2025; 10 hours/month; 0 trading hours/month; LLC under which production from advisory services will be paid. Legacy Private Wealth Partners; Investment Related: Yes; 12730 High Bluff Drive, Suite 160, San Diego CA 92130; DBA; Non-Owner; 08/01/2025; 160 hours/month; 140 trading hours/month. DBA under which name advisory services will be conducted. Dimitris Petros Magemeneas Holdings LLC; Investment Related: Yes; 12730 High Bluff Drive, Suite 160, San Diego CA 92130; Owner; 8/13/2025; 1 hour/month during trading hours. Entity to facilitate CP2 and CPG. California State University, San Marcos; Not Investment Related; 333 S. Twin Oaks Valley Rd, San Marcos, CA 92096; Instructor; 06/2026; 2 hrs/month, 1 during trading hours. Provide financial literacy workshop.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-22 |
Reach out to this advisor