Best Investors
Account
Sign in
Best Investors
Account
Sign in
432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-13 |
Branch Locations
432 Security Blvd., Green Bay, WI 54313 • UNITED STATES
1661 Hanover Road Suite 203, City Of Industry, CA 91748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Lafayette | CA | 10/2018 | 11/2018 |
| Royal Alliance Associates, Inc. | Lafayette | CA | 11/2018 | 10/2019 |
| Jk Financial Inc | Norco | CA | 01/2013 | 10/2018 |
| Voya Financial Advisors, Inc. | Mission Hills | CA | 01/2020 | 06/2021 |
| Unemployed | Mission Hills | CA | 10/2019 | 12/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 12/2021 |
| Independent Financial Group | San Gabriel | CA | 01/2022 | 07/2022 |
| Packerland Brokerage Services | Green Bay | WI | 07/2022 | Present |
INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 32 START DATE: 03/01/2012 ADDRESS: 142 N San Gabriel Blvd, #b, San Gabriel CA 91775, United States DESCRIPTION: INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-14 |
Reach out to this advisor