Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-03 |
| CA | RA | APPROVED | 2026-02-24 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunshine Extracts | Ontario | CA | 01/2015 | 06/2018 |
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2018 | 10/2020 |
| Harbor Financial Services, Llc | Mobile | AL | 06/2021 | 08/2022 |
| M1 Finance | Chicago | IL | 01/2023 | 09/2023 |
| Unemployed | Garland | TX | 08/2022 | 01/2023 |
| Ameriprise Financial Services, Llc | Rockwall | TX | 02/2024 | Present |
| Unemployed | Auburn | CA | 06/2018 | 08/2018 |
| Unemployed | Garland | TX | 10/2023 | 02/2024 |
| Summit Financial Group | San Ramon | CA | 02/2026 | Present |
| Raymond James Financial Services, Inc. | San Ramon | CA | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 02/2026 | Present |
| Unemployed | Ft. Worth | TX | 10/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-09 |
Reach out to this advisor