Best Investors
Account
Sign in
Best Investors
Account
Sign in
26041 Acero, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| CA | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Emc | Mission Viejo | CA | 05/2008 | Present |
| Financial Management Network | Mission Viejo | CA | 01/2025 | Present |
| Fmn Capital Corporation | Mission Viejo | CA | 11/2008 | Present |
1. EMC FINANCIAL PLANNING, INC.- EMPLOYED HERE AS ASSISTANT TO MATTHEW S. CONNER. MATTHEW IS THE REP WHO WORKS WITH FMN, I AM HIS ASSISTANT AND ON HIS PAYROLL. WE DO NOT USE FMN'S PAYROLL. I WORK 40 HOURS A WEEK FOR HIM. I AM A REGISTERED REP WITH FMN ON MY OWN AS WELL. 2.02/2017- CD PARTNERS DBA CDP- TAX PREPARATION & BOOKKEEPING- 10% TIME SPENT- MISSION VIEJO, CA - NOT INVESTMENT RELATED. 3. IRS Enrolled Agent-10% of time; Mission Viejo, CA, Not Investment Related 4.FMN Centerpointe West LLC- LLC created to purchase commercial real estate; minority owner- 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-17 |
| S66 | Uniform Combined State Law Examination | 2010-09-02 |
Reach out to this advisor