Best Investors
Account
Sign in
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-03 |
Branch Locations
1419 Highland Ave., Manhattan Beach, CA 90266 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Hermosa Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities Inc | San Diego | CA | 02/2015 | 05/2019 |
| California Retirement Advisors Group, Inc. | El Segundo | CA | 02/2015 | 05/2019 |
| Mutual Securities, Inc. | Camarillo | CA | 05/2019 | Present |
| Mutual Advisors, Llc. | Omaha | NE | 05/2019 | Present |
1. Independent Insurance Agent, Start Date: 01/01/2018, 1419 Highland Ave., Manhattan Beach, CA 90266, Sole proprietor, Insurance Sales, Insurance Agent, I sell life insurance with my over all financial planning for clients, Investment Related, 10 hours per month, 0 hours per day during trading hours. 2. CA Tax Planners, Start Date: 05/01/2020, 898 N. Pacific Coast Hwy, Ste. 740, El Segundo, CA 90245, DBA of California Retirement Advisors Group, Inc., Taxes and estate planning, Associate, Helping stay informed of current and changing tax strategies and technology, Introduction to client services, Not Investment Related, 4 Hours per month, 0.25 Hours per day during trading hours. 3. MBX Foundation - Indoor & Beach Volley Ball Boosters, Start Date: 11/01/2021, PO Box 1585 Manhattan Beach, CA 90267, 501C3 Non Profit Foundation, Non Profit organization, Co-Treasurer, Help manage books, request checks, update the balance sheet to coincide with foundation, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 4. Arcadia Advisors, LLC., Start Date: 01/01/2025, 1133 7th St., Hermosa Beach, CA 90254, LLC - S Corp, DBA, President-Owner, I am using this company in order to conduct my business and get paid under the company rather than my social security sole proprietor, Investment Related, 40 Hours per month, - Hours per day during trading hours. 5. California Retirement Advisors, Start Date: 01/01/2015, 1419 Highland Ave., Manhattan Beach, CA 90266, LLC, CRA, Financial Advisor, Help Clients with Financial Planning and managing their portfolios, etc., Investment Related, 40 Hours per month, 40 Hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-11 |
Reach out to this advisor