Best Investors
Account
Sign in
Best Investors
Account
Sign in
4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-01-23 |
| WY | RA | APPROVED | 2026-01-05 |
| CA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED_RES | 2024-11-05 |
Branch Locations
20251 Sw Acacia Street Suite 200, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2019 | 10/2021 |
| Northwestern Mutual Investment Services Llc | Newport Beach | CA | 03/2020 | 10/2021 |
| Corona Del Mar High School | Newport Beach | CA | 08/2014 | 11/2019 |
| Rock Institute | Newport Beach | CA | 07/2016 | 02/2020 |
| Stephen Peterson | Milwaukee | WI | 05/2019 | 12/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2021 | 10/2021 |
| Guardian Life Insurance Of America | Irvine | CA | 10/2021 | 05/2022 |
| Park Avenue Securities | Irvine | CA | 10/2021 | 05/2022 |
| Park Avenue Securities | Newport Beach | CA | 05/2022 | 11/2022 |
| Elevate Financial & Insurance Services, Llc | Newport Beach | CA | 11/2021 | Present |
| Elevate Capital Group, Llc | Newport Beach | CA | 07/2024 | Present |
| Elevate Wealth Advisors, Llc | Newport Beach | CA | 03/2023 | Present |
Elevate Financial & Insurance Services, LLC Insurance No investment relations 4675 MacArthur Ct Suite 1430 Newport Beach, CA 92660 Chief Financial Planner Start: 11/2021 40+ Hours per week
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-19 |
Reach out to this advisor