Best Investors
Account
Sign in
Best Investors
Account
Sign in
34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-05 |
Branch Locations
4275 Executive Square, Ste 200, La Jolla, CA 92037 • United States
34475 Yucaipa Blvd, Suite 208, Yucaipa, CA 92399 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | La Jolla | CA | 02/2013 | 03/2019 |
| Infinity Financial Services | Oakland | CA | 03/2019 | Present |
| Infinity Financial Services Advisory | Oakland | CA | 04/2020 | Present |
| Open Water Advisory Partners | Yucaipa | CA | 03/2026 | Present |
| Collective Vfo | Yucaipa | CA | 03/2019 | Present |
1. Anna Marie O. Lovell, Investment related, 4275 Executive Square Suite 200, La Jolla, CA 92037, Independent Contractor; Insurance Agent, 5/2008, 15 hours per month, 5 during trading hours, engaged in selling fixed annuities, equity index annuities, fixed life, and servicing clients. 2. Velur Enteprises Inc, Investment related, 5900 N Sepulveda Blvd Ste 160, Van Nuys CA 91411, Investor, 04/13/2012, 8 hours per year, zero during trading hours. 3. Collective VFO, Not investment related, 34475 Yucaipa Blvd Suite 208, Yucaipa, CA 92399, Advanced Planning Lead and Manager, 05/08/2025, 20 hours per month, zero during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-20 |
Reach out to this advisor