Best Investors
Account
Sign in
1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-01-08 |
| OK | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-08 |
Branch Locations
3350 Shelby Street Suite 330, Ontario, CA 91764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levy Restaurants | Ontario | CA | 10/2010 | 03/2018 |
| Broadview Mortgage | Upland | CA | 05/2015 | 03/2018 |
| Swift Merchandising | Nashville | TN | 03/2018 | 10/2018 |
| Print And Design Solutions | Reseda | CA | 10/2018 | 02/2020 |
| Modern Woodmen Of America | Rock Island | IL | 09/2020 | Present |
| Mwa Financial Services Inc | Rock Island | IL | 05/2021 | Present |
| Cal State University Of San Bernardino | San Bernardino | CA | 02/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-10 |
Reach out to this advisor