Best Investors
Account
Sign in
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-30 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Madison Avenue Securities, Llc | Torrance | CA | 07/2007 | 09/2019 |
| Baker Tilly Wealth Management, Llc | Los Angeles | CA | 12/2020 | 01/2024 |
| Squar Milner Financial Services, Llc | Los Angeles | CA | 09/2019 | 12/2020 |
| Steelpeak Wealth, Llc | Woodland Hills | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-15 |
Reach out to this advisor