Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED | 2024-10-21 |
Branch Locations
7881 Edinger Ave Suite 120, Huntington Beach, CA 92647-7639 • United States
2100 Park Place, El Segundo, CA 90245 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Susan Caliri Dds | Berkeley | CA | 01/2009 | 01/2021 |
| Lpl Financial, Llc | Santa Monica | CA | 01/2021 | 10/2024 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 10/2024 | Present |
Outside Employment; Kinecta Wealth Management "KFIS"; Investment management; Kinecta Wealth Management "KFIS"; 2100 Park Place., , El Segundo, CA, 90245; Investment-Related; 02/01/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
Reach out to this advisor