Best Investors
Account
Sign in
1925 Palomar Oaks Way #107, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
1925 Palomar Oaks Way #107, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 04/2021 | 04/2024 |
| Full-Time Education | College Station | TX | 05/2015 | 05/2020 |
| Charles Schwab Bank, Ssb | Westlake | TX | 06/2020 | 03/2024 |
| Eiger Wealth Management, Llc | San Diego | CA | 04/2024 | 05/2025 |
| Osaic Wealth, Inc. | Carlsbad | CA | 05/2025 | Present |
| Financial Focus Llc | Carlsbad | CA | 05/2025 | Present |
| Charles Schwab & Co., Inc. | Westlake | TX | 03/2021 | 04/2024 |
1. OSAIC WEALTH, INC.; INVESTMENT RELATED; REGISTERED REPRESENTATIVE; CARLSBAD, CA; START DATE 05/2025; APPROXIMATELY 80% OF TIME 2. FINANCIAL FOCUS LLC POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 05/12/2025 ADDRESS: 1925 Palomar Oaks Way, Suite 107, Carlsbad CA 92008, United States DESCRIPTION: Financial planning and investment management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-06 |
Reach out to this advisor