Best Investors
Account
Sign in
Best Investors
Account
Sign in
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| WA | RA | APPROVED | 2026-03-20 |
Branch Locations
Oak Harbor, WA • United States
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • 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 | 04/2020 | 11/2021 |
| Unemployed | Rancho Cucamonga | CA | 03/2020 | 04/2020 |
| United States Marine Corps | Twentynine Palms | CA | 05/2012 | 03/2020 |
| Bank Of America, N.A. | Ontario | CA | 05/2020 | 11/2021 |
| Farther Finance Advisors, Llc | Rancho Cucamonga | CA | 11/2021 | 01/2023 |
| Navy Federal Financial Group, Llc | Rancho Cucamonga | CA | 01/2023 | 03/2023 |
| Navy Federal Investment Services, Llc | Rancho Cucamonga | CA | 01/2023 | 03/2023 |
| Navy Federal Financial Group, Llc | Oak Harbor | WA | 03/2023 | 03/2026 |
| Navy Federal Investment Services, Llc | Oak Harbor | WA | 03/2023 | 03/2026 |
| Facet | West Palm Beach | FL | 03/2026 | Present |
* Rental property - Rancho Cucamonga, CA - Owner - Started: March 2023 - Devote 1 hour monthly during non trade hours. 0 during trade hours. No duties property is managed by a third party company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-30 |
Reach out to this advisor