Best Investors
Account
Sign in
Best Investors
Account
Sign in
3067 W. Ina Road #125, Tucson, AZ 85741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Bbva Securities Inc. | Campbell | CA | 01/2019 | 03/2019 |
| Compass Bank | Birmingham | AL | 11/2018 | 03/2019 |
| Chronos Capital Partners, Llc | Cupertino | CA | 05/2018 | 06/2020 |
| J.P. Morgan Securities Llc | Cupertino | CA | 02/2016 | 05/2018 |
| Bbva Wealth Solutions Inc. | Campbell | CA | 01/2019 | 03/2019 |
| Spotlight Asset Group | Oakbrook Terrace | IL | 04/2019 | 07/2019 |
| J.P. Morgan Securities Llc | Los Gatos | CA | 05/2023 | 11/2024 |
| Jpmorgan Chase Bank, N.A. | Los Gatos | CA | 05/2023 | 11/2024 |
| Robert Half International Inc | San Francisco | CA | 06/2022 | 02/2023 |
| Full Speed Automation | Los Gatos | CA | 07/2021 | 10/2021 |
| Bbva Usa | Campbell | CO | 11/2018 | 03/2019 |
| Moon To Mars Llc | San Jose | CA | 06/2021 | 03/2023 |
| Unemployed | San Jose | CA | 07/2020 | 05/2021 |
| Jpmorgan Chase Bank, N.A. | Cupertino | CA | 02/2016 | 05/2018 |
| Nim Retirement Group | San Jose | CA | 11/2024 | 04/2025 |
| Secure Investment Management | San Jose | CA | 04/2025 | 03/2026 |
| Secure Income Management, Llc | San Jose | CA | 04/2025 | Present |
| Affinex Advidors Llc | Tucson | AZ | 03/2026 | Present |
Secure Income Management; Insurance Agent; 40 hours per week; Offers fixed insurance and annuity products base upon clients' needs; earns commission from sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-14 |
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
Reach out to this advisor