Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-06 |
| TX | RA | APPROVED_RES | 2024-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chula Vista | CA | 05/2015 | 01/2023 |
| Kestra Investment Services, Llc | San Diego | CA | 01/2023 | 11/2024 |
| Kestra Advisory Services, Llc | San Diego | CA | 01/2023 | 11/2024 |
| Osaic Wealth Inc | San Diego | CA | 11/2024 | Present |
1. PROSPERITY PRIVATE WEALTH POSITION: owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 20 START DATE: 01/13/2023 ADDRESS: 550 w date St., suite 609, San Diego CA 92101, United States DESCRIPTION: DBA for conducting wealth mgmt. 2. MIGHTY MOTORS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 550 w date St apt 609, San Diego CA 92101, United States DESCRIPTION: Owner. buy and sell auctioned atvs, motorcycles, and other off road vehicles 3. OCEANBREEZE ESSENTIALS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: 550 w date St. apt 609, San Diego CA 92101, United States DESCRIPTION: amazon FBA-silent partner 4. HAVASU HAVEN POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/02/2025 ADDRESS: 2931 Oakridge Dr, Lake Havasu City AZ 86404, United States DESCRIPTION: Confirm bookings, Pay Vendors 5. OCEANBREEZE ESSENTIALS POSITION: owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2024 ADDRESS: 550 w date St. apt 609, San Diego CA 92101, United States DESCRIPTION: amazon FBA Business managed by an unrelated third party team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-29 |
Reach out to this advisor