Best Investors
Account
Sign in
Best Investors
Account
Sign in
125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
12626 High Bluff Drive Suite 450, San Diego, CA 92130 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Capital Financial Advisors, Llc | Irving | TX | 05/2019 | Present |
| Agentology | San Diego | CA | 01/2017 | 11/2018 |
| Unemployed | San Diego | CA | 11/2018 | 05/2019 |
| Financial Solutions | San Diego | CA | 06/2015 | 01/2017 |
(1)Owner of Clubshare LLC, a golf organization. Organization's primary address is in San Diego, CA. Organization is not primarily engaged in investment-related activity. Start date is October 14, 2021. Twenty hours per week. Duties include general management of the organization. (2)Part-time employee of Jeri Wam Properties LLC, a real estate organization. Organization's primary address is in Poway, CA. Organization is not primarily engaged in investment-related activity. Start date is October 14, 2021. One hundred hours per year. Duties include assisting with administrative tasks of the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
Reach out to this advisor