Best Investors
Account
Sign in
Best Investors
Account
Sign in
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-27 |
Branch Locations
280 S Mangum St Ste 550, Durham, NC 27701-3676 • United States
213 S Sierra Ave, Oakdale, CA 95361-4013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verity Asset Management | Durham | NC | 09/2021 | 01/2023 |
| Teacher's Pension And Insurance Services | Oakdale | CA | 01/2018 | Present |
| 1St Light Energy | Monteca | CA | 09/2015 | 12/2017 |
| Verity Asset Management | Durham | NC | 08/2025 | Present |
1) Public Solar, LLC.; Not investment-related; Oakdale, CA; Solar Marketing; Officer; Owner; 04/2021; 1 hour per month; 0 during market hours; Sell residential solar systems to home owners. 2) Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 01/2018; 80 hours per month; 40 during market hours; Sell insurance and annuity products. 3) Steck Financial Group, LLC dba Steck Insurance Services; Not investment-related; Oakdale, CA; Holding Company; President; Owner; 02/2019; 1 hour per month; 0 during market hours; Administrative duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-27 |
Reach out to this advisor