Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-16 |
Branch Locations
125 S. Howes Street Suite #910, Fort Collins, CO 80521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Safari Room Restaurant | Newport | RI | 04/2019 | 11/2020 |
| Salve Regina University | Newport | RI | 09/2017 | 05/2021 |
| Wolfe Hockey Development | Laurel | MD | 08/2015 | 08/2018 |
| New York Life Insurance Company | Waltham | MA | 05/2021 | 04/2024 |
| Nylife Securities Llc | Waltham | MA | 10/2011 | 04/2024 |
| Bridgepoint Financial, Llc. | Fort Collins | CO | 04/2024 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 04/2024 | Present |
BRIDGEPOINT FINANCIAL, LLC., NON INVESTMENT RELATED, 125 S. HOWES STREET, SUITE 910 FORT COLLINS, CO, 80521, ASSOCIATE ADVISOR SUPPORT, CLIENT SUPPORT, BACKOFFICE SUPPORT, DBA FOR TAX AN MARKETING/ FOR BRANDING PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
Reach out to this advisor