Best Investors
Account
Sign in
Best Investors
Account
Sign in
12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2011-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Pocatello | ID | 10/2006 | Present |
| Independent Financial Group | Pocatello | ID | 12/2011 | Present |
(1) INSURANCE POSITION: Officer/Director NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 11/01/2006 ADDRESS: 1098 Petersburg Drive, Chubbuck ID 83202, United States DESCRIPTION: (1) IDAHO INSURANCE AGENT OFFERING SALES OF FIXED INSURANCE HEALTH, LIFE, LONG TERM CARE, & DISABILITY SINCE NOVEMBER 2006. NON-INVESTMENT RELATED. TIME SPENT AS REQUIRED. BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD. (2) WEALTH STRATEGIES, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2017 ADDRESS: 1098 Petersburg Drive, Chubbuck ID 83202, United States DESCRIPTION: 100% OWNER DBA WEALTH STRATEGIES, LLC FOR MARKETING PURPOSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2009-03-23 |
| S66 | Uniform Combined State Law Examination | 2007-07-09 |
Reach out to this advisor