Best Investors
Account
Sign in
25128 Avenue Tibbitts Ste 150, Valencia, CA 91355 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-16 |
| TX | RA | APPROVED_RES | 2026-06-16 |
Branch Locations
25128 Avenue Tibbitts Suite 150, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Valencia | CA | 03/2012 | 09/2025 |
| Madmen Capital | Newhall | CA | 09/2011 | Present |
| Martin & Company | Valencia | CA | 11/2011 | Present |
| Avantax Advisory Services | Valencia | CA | 06/2017 | 09/2025 |
| Cetera Wealth Services, Llc | Valencia | CA | 09/2025 | 06/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 06/2026 |
| Martin Advisors Llc | Valencia | CA | 06/2026 | Present |
Martin & Company 28494 Westinghouse Pl., Suite 105 Valencia CA 91355 Tax Preparation/Accounting Tax Preparation/Accounting 3/2/2015 40hrs~20hrs Assist with tax clients and tax return prep and administration Martin & Company Tax and Wealth Advisors 28494 Westinghouse Place, Suite 111 Valencia CA 91355 Accounting Services/Tax Preparation Employee 11/5/2011 20hrs~20hrs I help with clients of Martin & Company Tax and Wealth Advisors that call in to answer their questions and prepare for meetings with the preparers SKJOHNS CORP POSITION: Owner/CEO NATURE: This S-Corp is the partner in BS Partners, which was setup as the management company for our expenses and overhead related to our financial planning business INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 12/16/2021 ADDRESS: 25128 Avenue Tibbitts, Suite 150, Valencia CA 91355, United States DESCRIPTION: President of this S-Corporation and my duties involve management, administration, and any compliance related tasks,maintain relationships with clients ,build financial plans , review/update investment strategies for use with clients of Martin & Company KENWOOD FAMILY LIMITED PARTNERSHIP POSITION: Limited Partner NATURE: Limited partnership to help with gifting assets distribution The partnership owns real estate, stocks, and bonds. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2021 ADDRESS: 266 Acero Place, Arroyo Grande CA 93420DESCRIPTION: I have no duties other than what I have documented in my other outside business called "Kenwood LLC Property Management" WOCOJO MISSION LLC POSITION: Passive Partner NATURE: This is an LLC owns 2 apartment buildings and 2 commercial properties. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/16/2021 ADDRESS: 266 Acero Place, Arroyo Grande CA 93420DESCRIPTION: Help facilitate distributions once a quarter to all partners. I calculate the distribution total and amounts for each partner based on their ownership and make sure they get the funds each quarter from the LLC bank account BSMJ PROPERTIES, LLC POSITION: Managing Member NATURE: This entity owns a commercial office building and is responsible for the management /leasing of property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2022 ADDRESS: 25128 Avenue Tibbitts #150, Valencia CA 91355 DESCRIPTION: I conduct analysis on the operations of the commercial property for the purpose of ensuring profitability. I meet vendors for repairs, handle questions from the tenants. I also review lease renewals K R WOOD LLC POSITION: Owner NATURE: LLC setup to hold ownership interest in Kenwood Family Limited Partnership as the managing member. There is a family member to help with management of the Kenwood Family Limited Partnership that owns real estate and marketable securities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/05/2024 ADDRESS: 266 Acero Place, Arroyo Grande CA 93420 DESCRIPTION: no active duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
Reach out to this advisor