Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
Sloughhouse, CA • United States
8880 Cal Center Drive Suite 220, Sacramento, CA 95826-3229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investments | Rancho Murieta | CA | 04/2016 | 03/2017 |
| Lincoln Financial Advisors | Sacramento | CA | 03/2017 | 01/2025 |
| Osaic Wealth, Inc. | Sacramento | CA | 01/2025 | Present |
1. Travis Simas, 8880 Cal Center, Sacramento, CA Category: Insurance Investment-Related: Yes Title: Agent Duties: offers accident & health insurance, disability insurance fixed/indexed annuities, long-term care insurance and traditional life insurance products Start Date: 3/2017 Hours per month: 10 Hours per month during trading hours: 10 Update form BR: Yes 2. SIMAS TONIS WEALTH ADVISORS, LLC POSITION: President NATURE: LLC partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 06/09/2025 ADDRESS: 8880 Cal Center Drive Suite 220, Sacramento CA 95826, United States DESCRIPTION: partner in LLC focusing on retirement planning, investment management and life planning 3. TRAVIS SIMAS, MUSICIAN POSITION: Sole Proprietor NATURE: musician on weekends. Approx 15 hours a month in activity INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2017 ADDRESS: 6950 Meta Court, Sloughhouse CA 95683, United States DESCRIPTION: Musician in a band. Approximately 15 hours a month mostly on weekends
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-06 |
Reach out to this advisor