Best Investors
Account
Sign in
Best Investors
Account
Sign in
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
10 Pointe Dr Suite 100, Brea, CA 92821 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ontario | CA | 12/2008 | 10/2016 |
| Bank Of America/ Merrill Lynch | Ontario | CA | 12/2008 | 10/2016 |
| Wescom Financial Services | Anaheim | CA | 11/2016 | 09/2022 |
| Lpl Financial Llc | Brea | CA | 09/2022 | 06/2025 |
| Householder Group Estate And Retirement Specialists, Llc | Brea | CA | 09/2022 | 10/2024 |
| Wealth Enhyancement Group | Brea | CA | 11/2024 | Present |
| Wealth Enhancement Advisory Services | Brea | CA | 11/2024 | Present |
| Wealth Enhancement Brokerage Services | Brea | CA | 11/2024 | Present |
Real Estate Rental- Owner- inv. related- 28042 Nona Ave, Highland, CA 92346 - start date 11//2019- 5hrs/mth AFEA- American Financial Education Alliance - Not Investment Related - Local college or library - Other-Educational - Start Date: 12/22/2022 - 10 Hours Per Month/4 Hours During Securities Trading. ECA \,SBG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 12/14/2022 - 20 Hours Per Month/20 Hours During Securities Trading Apex Wealth Management - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 09/01/2022 - 150 Hours Per Month/ 2 Hours During Trading Wealth Enhancement Advisory Services - investment related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - start date: 11/01/2024 - 160 Hrs/Mth - 120 Hrs During Trading. I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 11/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-09 |
Reach out to this advisor