Best Investors
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Irvine, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-27 |
Branch Locations
9870 Research Dr, Irvine, CA 92618 • United States
Irvine, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Corona | CA | 03/2021 | 12/2021 |
| World Financial Group, Inc. | Corona | CA | 11/2020 | 12/2021 |
| Dassault Systemes | Long Beach | CA | 01/2008 | Present |
| Pysede Trading Llc | Woodbury | MN | 04/2013 | 11/2020 |
| American Association Of Individual Investors | Chicago | IL | 10/2018 | 06/2020 |
| Wfg Direct | Corona | CA | 08/2021 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | 04/2025 |
| Fufu & Tommy Llc | Irvine | CA | 07/2023 | Present |
| Agdg Investments Llc | Irvine | CA | 07/2023 | Present |
| 3Dhwealth Llc | Irvine | CA | 09/2024 | Present |
Deepak Goyal is currently employed as a Sr. Solutions Consultant at Dassault Systemes. This activity accounts for approximately 50% of their time during trading hours. Clients of 3dh are not involved in, nor are they solicited to participate in this outside business activity. Deepak is a Manager of Fufu & Tommy LLC, this activity accounts for approximately ten hours per month, two of which occur during trading hours. Deepak is Manager of AGDG Investments LLC. This activity accounts for approximately four hours per month of his time, two of which occur during trading hours. Deepak Goyal is currently an independent insurance agent. While he no longer sells commission-based insurance products, he may offer fee-based advisory annuities or other fee-based insurance solutions when appropriate for a client's needs. This activity accounts for less than 5% of his time. This creates a potential conflict of interest, as Deepak may receive compensation related to the insurance recommendations. However, as a fiduciary, he is obligated to act solely in the best interest of each client. Clients are under no obligation to act upon any insurance-related recommendation, and if they choose to do so, they are free to use any insurance agent or provider of their choosing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-01-29 |
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