Best Investors
Account
Sign in
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2020-06-15 |
Branch Locations
1660 Plum Lane, Redlands, CA 92374 • United States
1600 E Florida Avenue Suite 217, Hemet, CA 92544 • United States
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2019 | Present |
| Ruggieri Financial & Insurance Services Inc | Hemet | CA | 09/2017 | Present |
| John Jory Corporation | Orange | CA | 04/2015 | 09/2017 |
| Bd Financial Group | Hemet | CA | 01/2019 | 02/2026 |
| Legacy Roots Wealth Management | Hemet | CA | 02/2026 | Present |
Ruggieri Financial & Insurance Services Inc. Investment Related, 1600 E Florida Avenue, Suite 217 Hemet CA 92544, Insurance Products and Services Devotes 10 hours during Trading to Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-11 |
Reach out to this advisor