Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-11-08 |
Branch Locations
617 Veterans Blvd Ste 215, Redwood City, CA 94063-1419 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moneycents | Foster City | CA | 01/2015 | Present |
| Waddell & Reed Inc | San Mateo | CA | 05/2015 | 02/2018 |
| Various Insurance Carriers For W&R Insurance Agencies | Foster City | CA | 10/2015 | 02/2018 |
| Allstate Insurance Co | Northbrook | IL | 10/2019 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 10/2019 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 10/2019 | Present |
01/2015-Present; Moneycents; Foster City, Ca; Investment Related: N; Education; Secretary; 12 Hrs/Mon; 0 Sec Hrs/Day. 10/2015-Present; Various Insurance Carriers for W&R Insurance Agencies; Foster City, CA; Investment Related; Insurance Sales; Insurance Agent. RENTAL PROPERTIES POSITION: Owner NATURE: Rental Properties403 Main St. #518N, San Francisco2915 Leotar Circle, Santa Cruz INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: 547 Trinidad Lane, Foster City CA 94404, United States DESCRIPTION: I manage a few rental properties with the help of realtors in the area. RENTAL PROPERTIES POSITION: Owner NATURE: Rental Properties403 Main St. #518N, San Francisco2915 Leotar Circle, Santa Cruz 547 Trinidad Lane, Foster City INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: 12507 Jacksonville Ave., Bakersfield CA 93312, United States DESCRIPTION: I manage a few rental properties with the help of realtors in the area.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-02 |
Reach out to this advisor