Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2024-07-10 |
Branch Locations
5100 Marlborough Drive Suite 200 & 201, San Diego, CA 92116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 12/2018 | 06/2019 |
| Unemployed | San Diego | CA | 10/2018 | 12/2018 |
| Maryville University | St. Louis | MO | 08/2018 | 10/2018 |
| Tom Ham's Lighthouse | San Diego | CA | 12/2016 | 08/2018 |
| Spike's Fresh Fish Grill And Bar | San Diego | CA | 04/2014 | 02/2018 |
| Lemon Grove Care And Rehabilitation Center | San Diego | CA | 04/2016 | 09/2016 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | 12/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2019 | 07/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2020 | 07/2024 |
| Cambridge Investment Research | Fairfield | IA | 10/2020 | 07/2024 |
| Commonwealth Financial Network | San Diego | CA | 07/2024 | Present |
Fixed insurance sales; Located in San Diego, CA, as of 05/21/2024, 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-18 |
Reach out to this advisor