Best Investors
Account
Sign in
Best Investors
Account
Sign in
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-06 |
Branch Locations
20201 Sw Birch St, Ste 250, Newport Beach, CA 92660 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Torrance | CA | 11/2018 | 10/2020 |
| Madrid Financial Services, Inc (Madrid Retirement Advisors) | Manhattan Beach | CA | 01/2017 | 11/2018 |
| Raymond James Financial Services Advisors, Inc. | Long Beach | CA | 10/2020 | 08/2023 |
| Raymond James Financial Services, Inc. | Long Beach | CA | 10/2020 | 08/2023 |
| California State University Dominguez Hills | Carson | CA | 09/2013 | 01/2017 |
| United Planners Financial Services | Scottsdale | AZ | 08/2023 | Present |
| Proxy Freedom | Walnut Creek | CA | 08/2023 | Present |
| Huntington Beach Adult School | Huntington Beach | CA | 10/2024 | Present |
1.) Golden State Equity Partners DBA TVN Advisors, Investment related at registered office, Investment Advisor Representative, begin 7/30/2025 40 hours/week all during securities trading hours. 5.) HUNTINGTON BEACH ADULT SCHOOL - INSTRUCTOR - TEACHING/COACHING - HUNTINGTON BEACH, CA - SINCE 10/2024 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
Reach out to this advisor