Best Investors
Account
Sign in
Best Investors
Account
Sign in
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-18 |
| CO | RA | APPROVED | 2025-04-16 |
| TX | RA | APPROVED_RES | 2024-08-23 |
| AZ | RA | APPROVED | 2024-07-03 |
| WI | RA | APPROVED | 2023-05-09 |
| CA | RA | APPROVED | 2021-04-23 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
28368 Constellation Road Bldg. 398, Suite 105, Valencia, CA 91384 • United States
Valencia, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Francisco Giants | San Francisco | CA | 07/2016 | 07/2017 |
| Los Angeles Kings | El Segundo | CA | 08/2017 | 08/2019 |
| World Financial Group | Valencia | CA | 05/2018 | Present |
| Lululemon Athletica | Valencia | CA | 10/2018 | 01/2020 |
| Nowcom | Los Angeles | CA | 02/2020 | 03/2020 |
| Scf Securities, Inc. | Fresno | CA | 12/2020 | 04/2021 |
| Scf Investment Advisors, Inc. | Fresno | CA | 12/2020 | 04/2021 |
| Concorde Investment Services, Llc | Valencia | CA | 04/2021 | 12/2025 |
| Concorde Asset Management, Llc | Ann Arbor | MI | 04/2021 | Present |
| 1031 Securities Inc | Franklin | MI | 12/2025 | Present |
1) WORLD FINANCIAL GROUP - INVESTMENT RELATED; 28368 CONSTELLATION RD., STE 105 BLDG 398, VALENCIA, CA 91355; FIXED INSURANCE - INDEPENDENT CONTRACTOR - START 04/2018 - 1-5 HRS/MONTH DURING TRADING HOURS. 2) CENTURION STRATEGIC ADVISORSTRANSAMERICA, NATIONWIDE, PACIFIC LIFE. FIXED/INDEX LIFE INSURANCE; NON INVESTMENT RELATED - 28368 CONSTELLATION RD., STE 105 BLDG 398, VALENCIA, CA 91355 - MARKETING - INDEPENDENT CONTRACTOR - START 03/2020. 3) CONCORDE ASSET MANAGEMENT, LLC - INVESTMENT RELATED - LIVONIA, MI - ADVISORY - INDEPENDENT CONTRACTOR - START 04/2021 - SOLICIT ADVISORY SERVICE.; 4) STUDENT OPTIMUM SERVICE. NON-INVESTMENT RELATED. 1160 N. CENTRAL AVE, GLENDALE, CA. 91202; START DATE: 04/2021. POSITION: REFERRAL AGENT, REFER INDIVIDUALS WITH STUDENT LOANS TO THE COMPANY. 1-5 HOURS/MONTH DURING TRADING HOURS. 5) Arizona Ascent Media Group. Media and publising platform focused on business real estate and industry-related editorial content; Phoenix, AZ. Editorial Contibutor for Real Estate and Investment Strategies. Start date April 1, 2026, 4-6 non-business hours, 0-1 business hours; It is investment related, no COI. This activity is intended solely for brand visibilityand thought leadership. All content will be educational in nature and will not reference specific securities, investment offerings, or performance. All materials will be submitted to the firm for review and approval prior to publication and required disclosrues will be included as directed by compliance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-17 |
Reach out to this advisor