Best Investors
Account
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Best Investors
Account
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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-27 |
| CA | RA | APPROVED | 2026-01-20 |
Branch Locations
3027 Townsgate Road, Suite 250, Westlake Village, CA 91361 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-11 |
| CA | RA | APPROVED | 2024-09-09 |
Branch Locations
3027 Townsgate Rd. Suite 250, Westlake Village, CA 91361 • United States
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | San Mateo | CA | 09/2013 | 03/2021 |
| Personal Capital Advisors Corporation | Beverly Hills | CA | 04/2021 | 02/2022 |
| Personal Capital Advisors Corporation | Beverly Hills | CA | 02/2022 | 04/2023 |
| Empower | Greenwood Village | CO | 03/2021 | 03/2023 |
| Fisher Investments | Camas | WA | 09/2013 | 03/2021 |
| Northwestern Mutual | Santa Monica | CA | 04/2023 | 06/2023 |
| Devin Salinas | Santa Monica | CA | 06/2023 | 01/2024 |
| Northwestern Mutual Investment Services Llc | Santa Monica | CA | 06/2023 | 08/2024 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2024 | 08/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2024 | 08/2024 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 09/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | 01/2026 |
| Creative Planning, Llc | Westlake Village | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-04-14 |
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