Best Investors
Account
Sign in
Best Investors
Account
Sign in
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-10-23 |
Branch Locations
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David White & Associates | San Ramon | CA | 02/2011 | 05/2021 |
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2011 | 05/2021 |
| Ameritas Investment Corp | Lincoln | NE | 11/2011 | 05/2021 |
| How To Graduate From College Debt Free | Hayward | CA | 06/2009 | Present |
| Delgado Lane | San Ramon | CA | 01/2018 | 10/2023 |
| Lion Street Financial | San Ramon | CA | 05/2021 | 10/2023 |
| Lion Street Advisors | San Ramon | CA | 05/2021 | 10/2023 |
| Legacy Wealth Management, Llc | Boise | ID | 10/2023 | Present |
HOW TO GRADUATE FROM COLLEGE DEBT FREE POSITION: Author NATURE: Author of a book that receives royalties INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2009 ADDRESS: 7213 S Pear Blossom Way, Meridian ID 83642, United States DESCRIPTION: No duties. Wrote and published book 10+ years ago JOHN AND JENNIFER LANE POSITION: Owner NATURE: Bitcoin mining machines that mine for cryptocurrency INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 7213 S Pear Blossom Way, Meridian ID 83642, United States DESCRIPTION: no function. passive activity Gem State Hoopes 1 - Not investment Related 5245 W. Piaffe St. Eagle, ID 83616 It is essentially a program that assists clients with their fundamental basketball skills Owner Start date was November 28, 2024 I presently donate less than 2 hours a month to this enterprise, but I anticipate it could be as much as 10 to 20 hours a month I do not believe I would be participating in this business during trading hours My initial obligations are not defined, but I anticipate being in a management role
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-23 |
Reach out to this advisor