Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
4655 Executive Dr Ste 1000 [Sc-Rbo], San Diego, CA 92121 • United States
10707 Camino Ruiz, San Diego, CA 92126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Diego | CA | 02/2013 | 11/2017 |
| David Levin | San Diego | CA | 09/2017 | Present |
| Squar Milner Financial Services | San Diego | CA | 09/2017 | 10/2020 |
| Allegis Investment Services | San Diego | CA | 11/2017 | 03/2019 |
| Dfpg Investments, Inc | Sandy | UT | 04/2019 | 10/2020 |
| Baker Tilly Capital, Llc | San Diego | CA | 11/2020 | 01/2024 |
| Baker Tilly Wealth Management, Llc | San Diego | CA | 11/2020 | 01/2024 |
| Baker Tilly Us, Llp | San Diego | CA | 11/2020 | 01/2024 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
Reach out to this advisor