Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-02-19 |
| FL | RA | APPROVED | 2025-08-25 |
| MN | RA | APPROVED | 2023-06-16 |
| CA | RA | APPROVED | 2020-12-09 |
| UT | RA | APPROVED | 2019-01-28 |
Branch Locations
79 West 900 North Suite #D, Springville, UT 84663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim | CA | 05/2015 | 03/2018 |
| Ameriprise Financial Services Inc | Orem | UT | 03/2018 | 12/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 01/2019 | Present |
1. SRT WEALTH PARTNERS POSITION: Financial Advisor NATURE: DBA for the purpose of marketing and branding only; INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/08/2025 ADDRESS: 79 West 900 North, Suite D, Springville UT 84663, United States DESCRIPTION: DBA for Marketing and branding purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-01 |
Reach out to this advisor