Best Investors
Account
Sign in
Hermosa Beach, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glenmore Financial, Inc. | Pacific Palisades | CA | 10/2007 | Present |
Employed as a seasonal tax preparer at Tristar Income Tax Service 201 Continental Blvd., Suite 310, El Segundo, CA 90245. This business is not investment related. Approximately 250 hours in total per year are devoted to this outside activity, all during the months of February, March and April. Approximately 120 of those hours are during securities trading hours. This additional seasonal employment commenced in February, 2010. This employment activity assists approximately 200 tax clients in the preparation of their individual tax returns.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-05 |
Reach out to this advisor