Best Investors
Account
Sign in
26491 Summit Circle, Santa Clarita, CA 91350 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
26491 Summit Circle, Santa Clarita, CA 91350 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Pasadena | CA | 04/2016 | 02/2017 |
| Raymond James Financial Services, Inc. | Valencia | CA | 03/2017 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Valencia | CA | 03/2017 | 10/2020 |
| Vance Wealth, Inc. | Santa Clarita | CA | 09/2020 | Present |
Independent Insurance Agent - 1 Hour/Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
Reach out to this advisor