Best Investors
Account
Sign in
3313 Nw Sierra Drive, Camas, WA 98607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-02-22 |
| WA | RA | APPROVED | 2021-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vita Planning Group Llc | Vancouver | WA | 01/2021 | Present |
| Vita Insurance Associates, Inc | Mountain View | CA | 07/2012 | Present |
FKR Properties, investment related: No, 977 Sand Iron Drive, Incline Village, NV 89451, Real estate management, 2 hours spent per month Please add the following OBA: VITA INSURANCE ASSOCIATES, INC. MOUNTAIN VIEW, CA. 07/2012. INSURANCE SALES. PRESIDENT; FIRM PROVIDES EXECUTIVE/EMPLOYEE BENEFITS. SPENDS 90% ASSOCIATED WITH THIS OBA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
Reach out to this advisor