Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States
Seattle, WA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Long Beach | CA | 02/2016 | 08/2024 |
| Raymond James Financial Services Advisors Inc. | Torrance | CA | 03/2016 | 08/2024 |
| Lwo, Llc | Long Beach | CA | 06/2018 | Present |
| Ctpj | Long Beach | CA | 01/2021 | Present |
| Crux Wealth Advisors | Long Beach | CA | 02/2016 | Present |
(1)Name of Business: 434 Delaware RE Address: 434 delaware ave, buffalo, NY, 98026, United States Activity Type: Rental Real Estate Position/Title: Passive investor Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: CRUX insurance agency Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/28/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: writing insurance (3)Name of Business: CRUX Tax Advisors Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/10/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managerial activities (4)Name of Business: CTPJ Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner (5)Name of Business: LWO, LLC Address: 3444 E Anaheim St, Long Beach, CA, 90814, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 06/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner of LWO. (6)Name of Business: Moore Road LLC Address: 1234 Moore Road, Kettle Falls, WA, 99141, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/26/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and user of vacation raw land property (7)Name of Business: Vector Properties Address: 3444 E Anahaim St, Long Beach , CA, 90804, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/23/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This LLC owns an office building in Long Beach, CA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-25 |
Reach out to this advisor