Best Investors
Account
Sign in
Best Investors
Account
Sign in
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-25 |
Branch Locations
73575 El Paseo Suite 2300, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 05/2021 |
| Paychex Inc | Riverside | CA | 08/2015 | 07/2018 |
| Unemployed | Desert Hot Springs | CA | 07/2018 | 10/2018 |
| Lpl Financial, Llc | Rancho Mirage | CA | 05/2021 | 08/2024 |
| Householder Group Estate & Retirement Specialists, Llc | Rancho Mirage | CA | 05/2021 | 08/2024 |
| Purshe Kaplan Sterling Investments | Palm Desert | CA | 08/2024 | Present |
| Keystone Private Wealth | Palm Desert | CA | 08/2024 | Present |
1. Keystone Private Wealth. Investment Related. At Registered Location. RIA. Senior Financial Advisor. Start Date: 08/23/24. 150 hrs/ month; 100 hrs/ month during trading hours. Financial planning services, portfolio management for individuals and or small business 2. Fixed Insurance. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 08/23/24. 0 hrs/ month; none during trading hours. Provide insurance advice to based on the needs of client(s). 3. PKSF. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 08/23/24. 0 hrs/ month; none during trading hours. Provide insurance advice to based on the needs of client(s). 4. HOA Invest LLC 1717 S. 450 W Logan Utah 84321; Financial Advisor; 10/2023; 20 hrs/mo; 20 hrs during non-trading; This will be an RIA registered with the SEC, asset management for a fee. We will work with HOAs to manage reserve accounts.. I will be an investment Advisor, dully registered, with Keystone Private Wealth and HOA Invest. I will manage investments for home owner and various property associations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-22 |
Reach out to this advisor