Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-07-28 |
| IL | RA | APPROVED | 2026-07-24 |
| AZ | RA | APPROVED | 2026-06-15 |
| AR | RA | APPROVED | 2026-06-15 |
| NV | RA | APPROVED | 2026-06-15 |
| NC | RA | APPROVED | 2026-06-15 |
| OR | RA | APPROVED | 2026-06-15 |
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Select Distributors, Inc. | Newport Beach | CA | 07/2014 | 11/2023 |
| Pacific Life Insurance Company | Aliso Viejo | CA | 07/2014 | 12/2023 |
| Navigators Advisory Group | Irvine | CA | 03/2025 | Present |
| Unemployed | Newport Beach | CA | 01/2024 | 02/2025 |
| Valmark Securities, Inc. | Akron | OH | 03/2025 | Present |
| Valmark Advisers | Akron | OH | 02/2026 | Present |
1) Navigators Advisory Group; 9890 Irvine Center Dr, Irvine, CA 92618; Financial planning, wealth management, exit planning, etc; Financial Strategist; Assist clients with aspects of their financial plan and help them meet their future financial goals; YES Investment Related; Start Date 03/31/2025; Approximately 40+ hrs. per month; Compensated bi-weekly.///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-01 |
Reach out to this advisor