Best Investors
Account
Sign in
6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2021-02-03 |
| IL | RA | APPROVED | 2018-04-26 |
| AZ | RA | APPROVED | 2016-09-07 |
| CA | RA | APPROVED | 2016-08-23 |
| TX | RA | APPROVED_RES | 2016-08-23 |
Branch Locations
3868 Carnegie Dr., Oceanside, CA 92056 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orchard Financial, Inc | Oceanside | CA | 08/2009 | Present |
1) ORCHARD FINANCIAL, INC. - 3868 CARNEGIE DR. OCEANSIDE CA. 92056. START DATE 03/2008. LIFE AND HEALTH INSURANCE. FIXED INSURANCE SALES, LIFE, HEALTH, DISABILITY, LONG TERM CARE. NOT INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) ORCHARD FINANCIAL, INC. - 3868 CARNEGIE DR. OCEANSIDE CA. 92056. START DATE 01/01/2010. DEBT COUNSELING FOR MEDICAL SCHOOL AND CREDIT CARD DEBT. NOT INVESTMENT RELATED. 5 HOURS DEVO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
Reach out to this advisor