Best Investors
Account
Sign in
Best Investors
Account
Sign in
1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-06-06 |
| CA | RA | APPROVED | 2017-03-25 |
Branch Locations
4675 Macarthur Court Suite 1050, Newport Beach, CA 92660 • United States
Newport Coast, CA • United States
Las Vegas, NV • United States
1700 South Pavilion Center Drive Suite 320, Las Vegas, NV 89135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Irvine | CA | 05/2009 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Las Vegas | NV | 07/2016 | Present |
| Mml Investors Services, Llc | Las Vegas | NV | 03/2017 | Present |
(1) NAME: LIANG AND CHEN FAMILY TRUST UAD 09/03/08 INV REL: Y ADD: RESIDENTIAL NATURE: RENTAL PROPERTY ACTIVITIES POSITION: CO-OWNER START DATE: 06/09/2009 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: CWP WEALTH SOLUTIONS, FINANCIAL & INSURANCE SERVICES, INV REL: Y, ADDR: 4675 MACARTHUR COURT, STE 1050 NEWPORT BEACH CA 92660 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION, POSITION: OWNER, START DATE: 05/01/2024, NO. HR/MO:40, NO. HR/MO DURING SEC TRADING: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
Reach out to this advisor