Best Investors
Account
Sign in
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-12-03 |
Branch Locations
775 Baywood Drive Suite 111, Petaluma, CA 94954 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
318 Diablo Rd Suite 150, Danville, CA 94526 • United States
Santa Rosa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cole Drake Events | Napa | CA | 05/2013 | 10/2019 |
| West Coast Drywall | Santa Rosa | CA | 08/2018 | 11/2022 |
| Oculus Financial Group Llc | Petaluma | CA | 08/2018 | Present |
| Duo Tasting Room | Geyserville | CA | 07/2020 | 08/2022 |
| Kestra Advisory Services, Llc | Petaluma | CA | 12/2019 | Present |
| Kestra Investment Services, Llc | Petaluma | CA | 08/2018 | Present |
| The Business Resource | Santa Rosa | CA | 07/2022 | Present |
| Oculus Insurance Solutions | Petaluma | CA | 07/2022 | Present |
Name: JD Strategic Financial Services, LLC dba Oculus Financial Group Investment Related: Yes Address: 775 Baywood Drive Suite 111 Petaluma CA 94954 Nature of Business: Registered Field Assistant Position, Title or Relationship: Field Assistant Start Date: 9/4/2018 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Daily administrative activities and client interactions will not be providing any advice to clients Name: OCULUS INSURANCE SOLUTIONS POSITION: Admin NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/11/2022 ADDRESS: 765 Baywood Drive, Suite 336, Petaluma CA 94954, United States DESCRIPTION: Processing Paperwork Name: EMILY COYNE EVENTS POSITION: On-Site Coordinator NATURE: Event Planning INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2024 ADDRESS: 4803 Windsong St, Sacramento CA 95834, United States DESCRIPTION: Help with wedding coordination day of the wedding.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
Reach out to this advisor