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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2016 | 09/2019 |
| Laurel Wealth Advisors, Inc. | Solana Beach | CA | 07/2021 | Present |
| Mission Federal Credit Union | San Diego | CA | 09/2016 | 04/2021 |
| Raymond James Financial Services Advisors | Carlsbad | CA | 09/2019 | 07/2021 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. Name of outside business or organization: Insurance agent Address: Various, depending upon carrier Title: Licensed insurance agent Description of business or organization: Insurance sales & service Description of duties or responsibilities: Mr. Arges is licensed in CA as an insurance agent soliciting, offering, and selling annuity contracts. He will receive separate, yet customary, commission compensation resulting from the purchase and sales of these products from the firms with whom he is appointed and with whom he may become appointed in the future. He will also receive other compensation, including bonuses and trail commissions from the products. Clients should be aware that the potential for receiving other compensation or commissions from outside business activities can create a conflict of interest and provide an incentive to recommend advice or products based on the benefits or payments to be received than on client needs. Laurel Wealth addresses this conflict of interest by requiring its Associates who participate in outside business activities to disclose such relationship(s) to clients. If offering clients advice or products outside of Laurel Wealth, Associates satisfy this obligation by advising and disclosing the nature of the transaction or relationship, their role and involvement in the transaction, and any compensation to be paid and received before transaction execution. Start date: 2013 Hours devoted to OBA monthly: 0 during trading hrs., 10 during non-trading hrs. 2. 02/01/2023 - Integrated Wealth Concepts, LLC - DBA: LAUREL WEALTH ADVISORS - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 02/01/2023 - 160 Hours Per Month During Securities Trading. 3. 09/22/2025 - Integrated Wealth Concepts, LLC - DBA: FOURC FINANCIAL - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/22/2025 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-10 |
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