Best Investors
Account
Sign in
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Austin | TX | 05/2015 | 01/2018 |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 05/2015 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-16 |
Reach out to this advisor