Best Investors
Account
Sign in
San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| CA | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nfp Retirement | Aliso Viejo | CA | 12/2021 | 05/2023 |
| Reilly Financial Advisors | La Mesa | CA | 01/2015 | 12/2021 |
| Fiduciary Benefits Group | San Diego | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-02 |
Reach out to this advisor