Best Investors
Account
Sign in
Best Investors
Account
Sign in
31285 Temecula Parkway Suite C8-235, Temecula, CA 92592 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-02 |
Branch Locations
31285 Temecula Parkway Suite C8-235, Temecula, CA 92592 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Carlsbad | CA | 10/2012 | 06/2017 |
| Wells Fargo Advisors | Murrieta | CA | 06/2017 | 04/2022 |
| Jp Morgan Chase | Escondido | CA | 12/2010 | 06/2017 |
| Grape Modern Wealth Management | Temecula | CA | 02/2022 | Present |
Created Retire Temecula, a social group for retirees to connect. The social group is not investment related. However, individuals of the social group may become advisory clients. Annuities and Life Insurance, Agent, Investment related, 31285 Temecula Parkway suite 235 Temecula CA 92592, Providing Insurance when needed, Start date: 2022-10-10; Hours per month devoted to business during trading hours: 5, Hours per month devoted to business outside trading hours: 0, Percentage of total yearly compensation expected to be derived from the business: 10. Temecula Polo Club, Founder and President, Not investment related, Organizing and promoting community polo events and related activities. The club is not investment related. However, individuals involved with the club may become advisory clients, Start date: 2025-08-11; Hours per month devoted to business during trading hours: 5, Hours per month devoted to business outside trading hours: 5, Percentage of total yearly compensation expected to be derived from the business: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-20 |
Reach out to this advisor