Best Investors
Account
Sign in
Best Investors
Account
Sign in
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-09 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
Riverside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canon Solutions America | Ontario | CA | 11/2002 | 12/2018 |
| New York Life Insurance Co | Riverside | CA | 12/2018 | 10/2021 |
| Nylife Securities Llc | Riverside | CA | 11/2019 | 10/2021 |
| Massmutual Life Insurance Company | Palm Springs | CA | 09/2021 | 10/2023 |
| Mml Investors Services Llc | Palm Springs | CA | 11/2021 | 10/2023 |
| Kcd Financial Inc | Green Bay | WI | 05/2025 | Present |
| Secure Income Management | Riverside | CA | 10/2023 | Present |
1) Secure Income Management, not investment-related, 7400 N Oracle Rd, Ste 150-418, Tucson, AZ 85704, Fixed Index Annuities/Agent/Independent, Start Date: 10/2023 10 Hours Per Month/5 Hours During Trading Hours 2) Broker's Choice of America (FMO), not investment-related, 10800 E Geddes Ave. Suite 120, Englewood, CO 80112, Fixed or Fixed Indexed Annuities/Agent/Independent, Start Date: 10/2024 80 Hours Per Month/20 Hours During Trading Hours 3) National Life Group, not investment-related, 730 W Grand Ave. #3107, Escondido, CA 92025, Life Insurance & Fixed Indexed Annuities/Broker/Agent/Independent, Start Date: 09/2023 20 Hours Per Month/8 Hours During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-05 |
Reach out to this advisor