Best Investors
Account
Sign in
35900 Bob Hope Dr., Suite 202, Rancho Mirage, CA 92270-1767 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
35900 Bob Hope Dr., Suite 202, Rancho Mirage, CA 92270-1767 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glean Management Lp | Los Angeles | CA | 02/2019 | 12/2020 |
| Glean Management Lp | Los Angeles | CA | 01/2021 | 06/2021 |
| Orthodox Union | Fresno | CA | 10/2017 | 11/2017 |
| West Coast Talmudical Seminary | Los Angeles | CA | 09/2014 | 06/2017 |
| Financial Goal Securities, Inc | Rancho Mirage | CA | 05/2024 | 08/2024 |
| Miracle Mile Cpa | Los Angeles | CA | 09/2017 | 12/2018 |
| Kocen Financial Group | Rancho Mirage | CA | 07/2021 | Present |
| Financial Goal Securities, Inc | Rancho Mirage | CA | 07/2021 | 05/2024 |
| Kocen Financial Group | Rancho Mirage | CA | 08/2024 | Present |
Tsikman Holdings, Not Investment Related, From Home, Property management and real estate holdings, Manager, June 2024, several hours per month, primarily conducted outside of regular securities trading hours, duties include overseeing property operations, manage maintenance and tenant matters, handle accounting and administrative functions, and coordinate with vendors and service providers. Airrow, Inc., Not Investment Related, 628 N Poinsettia Pl, Los Angeles, CA, 90036, defense industry technology contractor, Senior Advisor, Jan 2026, several hours per month, primarily conducted outside of regular securities trading hours, duties include serving in strategic and executive advisory role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
Reach out to this advisor