Best Investors
Account
Sign in
Best Investors
Account
Sign in
26271 Ganiza, Mission Viejo, CA 92692 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muntz Financial | Ambler | PA | 07/2011 | 07/2018 |
| New York Life Insurance Co. | Glendale | CA | 06/2018 | 12/2019 |
| Nylife Securities Llc | Glendale | CA | 07/2019 | 12/2019 |
| Muntz Financial | Ambler | PA | 12/2019 | 04/2025 |
| Pj9K Adivisors, Llc | Marina Del Rey | CA | 04/2025 | Present |
AHL Funding (American Home Loans) 611 Anton Blvd. Suite 1050 Costa Mesa, CA 92626 Engages in the solicitation of Non-QM Wholesale lending as an account executive. Approximately 5 hours are spent weekly on this activity. Not Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-21 |
Reach out to this advisor