Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
660 Newport Center Drive #220, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palo Capital, Inc. | Newport Beach | CA | 05/2015 | 06/2019 |
| Miracle Mile Advisors, Llc | Los Angeles | CA | 12/2018 | 02/2022 |
| Mariner Platform Solutions | Newport Beach | CA | 03/2022 | 04/2025 |
| Ocean Heights Advisors | Newport Beach | CA | 03/2022 | 04/2025 |
| Mariner | Overland Park | KS | 04/2025 | Present |
Newport Beach Public Library Foundation; not investment-related; Chair of Board of Directors 4KN Beach; not investment related; Huntington Beach, CA; rental home; manager; start date 03/2026; 0 hours /month, 0 during trading hours; LLC for rental home purchase
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 2008-03-14 |
Reach out to this advisor