Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
32122 Camino Capistrano Suite # 210, San Juan Capistrano, CA 92675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corp | Minneapolis | MN | 09/2011 | 03/2019 |
| The Corban Group | Oceanside | CA | 12/2008 | 09/2024 |
| Questar Asset Management | Minneapolis | MN | 07/2012 | 03/2019 |
| Woodbury Financial Services, Inc. | San Clemente | CA | 03/2019 | 01/2024 |
| Osaic Wealth, Inc. | San Juan Capistrano | CA | 01/2024 | Present |
1. NCG FINANCIAL POSITION: Financial Advisor / Owner NATURE: Insurance, Advisory Services, Financial Advisor, Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/11/2001 ADDRESS: 34542 Camino El Molino, Capistrano Beach CA 92624, United States DESCRIPTION: Investment Management, Financial Planning, Life, Health, and LTC Insurance 2. T - STREET ZOO MUSIC FOUNDATION POSITION: CEO NATURE: This is a non profit that benefits local young musicians with recording, production, and distribution. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 32122 Camino Capistrano, Suite 210, San Juan Capistrano CA 92675, United States DESCRIPTION: 501c3b 3. ANNALORO FAMILY CABIN POSITION: Owner NATURE: Vacation Rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2013 ADDRESS: 42758 Cougar Road, Big Bear Lake CA 92315, United States DESCRIPTION: Property Owner & Manager 4. THREE RIVERS RENTAL PROPERTIES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2026 ADDRESS: 445959 Dinely Drive, Three Rivers CA 93271, United States DESCRIPTION: Ownership and management of rental property, including airbnb coordination, property maintenance oversight, payment of expenses, and general property management activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
Reach out to this advisor