Best Investors
Account
Sign in
Kailua, HI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-27 |
| HI | RA | APPROVED | 2021-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2013 | 02/2021 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 12/2013 | 02/2021 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 02/2021 |
| Kala Capital Partners, Llc | Honolulu | HI | 02/2021 | Present |
| Kala Insurance, Llc | Kailua | HI | 03/2021 | Present |
(1)Name of the other business: Kala Insurance, LLC Whether the business is investment-related: Yes. Address of the other business: 336A Keaniani St., Kailua, HI 96734 Nature of the other business: Insurance Services Your position, title, or relationship with the other business: Owner & CEO The start date of your relationship: 03/01/2021 The approximate number of hours/month you devote to the other business: 3 The number of hours you devote to the other business during securities trading hours: 3 Briefly describe your duties relating to the other business: Sale of insurance products. (2)Name of the other business: National Eagle Scout Association Whether the business is investment-related: No Address of the other business: 42 Puiwa Road Honolulu, HI 96817 Nature of the other business: Community Activity Your position, title, or relationship with the other business: Co-Chair The start date of your relationship: 01/01/18 The approximate number of hours/month you devote to the other business: 1 - 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Assist in spreading awareness about NESA and support local Boy Scouts through various service projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
Reach out to this advisor