Best Investors
Account
Sign in
Best Investors
Account
Sign in
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-05 |
Branch Locations
1264 Hawks Flight Ct Suite 200, El Dorado Hills, CA 95762 • United States
4095 Park East Ct. Ste. C, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Restrepo Wealth | Scottsdale | AZ | 11/2012 | Present |
| Predictable Premium | Laguna Niguel | CA | 12/2019 | 03/2020 |
| Nabers Wealth Llc | Folsom | CA | 01/2021 | 02/2022 |
| Sowell Management | Folsom | CA | 06/2021 | 08/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2022 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Phoenix | AZ | 03/2022 | 02/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | 02/2024 |
| Solo K Inc. | Scottsdale | AZ | 08/2021 | 02/2022 |
| Lifeworks Advisors, Llc | Folsom | CA | 02/2024 | Present |
| Mountain Goat Strategies, Llc | Fulsom | CA | 02/2024 | Present |
1) Name: Restrepo Wealth; LICENSED INSURANCE AGENT; NOT INVESTMENT-RELATED; 1024 IRON POINT RD, FOLSOM, CA 95630; INSURANCE SALES; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS 2) 50% OWNER, ERAR HOLDINGS LLC, 27467 N 75TH WAY, SCOTTSDALE, ARIZONA, 85266, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 3/22/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNERSHIP AND MANAGEMENT OF RENTAL REAL ESTATE, INVESTMENT-RELATED. 3) Mountain Goat Strategies; Not Investment Related; 1024 Iron Point Rd, Folsom, CA. 95630; Consulting Services; Advanced Planning Lead; 100% owner; Start Date: 2/22/2024; Hours per Month: 20; provides consulting services to business owners and privately held companies. Services include business planning, tax planning, consulting, and access to other professional advisors through the Elite Resource Team Virtual Family Office.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-25 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-21 |
| S66 | Uniform Combined State Law Examination | 2012-02-17 |
Reach out to this advisor