Best Investors
Account
Sign in
Best Investors
Account
Sign in
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-28 |
Branch Locations
32322 S. Coast Highway, Laguna Beach, CA 92651 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Irvine | CA | 02/2021 | 11/2024 |
| Prudential Financial | Irvine | CA | 09/2020 | 07/2021 |
| La Sirena Grill | Laguna Beach | CA | 02/2020 | 09/2020 |
| Montage Laguna Beach | Laguna Beach | CA | 03/2017 | 02/2020 |
| La Sirena Grill | Laguna Beach | CA | 08/2015 | 03/2017 |
| Prudential Financial Planning Services | Irvine | CA | 07/2021 | 08/2025 |
| Lpl Enterprise, Llc | Irvine | CA | 11/2024 | 08/2025 |
| Axxcess Wealth Management, Llc Dba The Zandbergen Group | Laguna Beach | CA | 08/2025 | Present |
1) Licensed insurance agent; Not investment-related; Laguna Beach, CA, 92651; Insurance sales; Implementation of insurance recommendations; 10 hours per month; 0 during trading hours; Licensed Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
Reach out to this advisor