Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-29 |
| CA | RA | APPROVED | 2025-05-16 |
Branch Locations
301 North Lake Avenue Suite 1150, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Los Angeles | CA | 10/2024 | 05/2025 |
| Ultrahealth Agency | Los Angeles | CA | 10/2019 | Present |
| Dane Flanigan Real Estate | Los Angeles | CA | 03/2014 | 10/2019 |
| Raymond James & Associates, Inc | Beverly Hills | CA | 05/2025 | Present |
(1)Name of Business: ultraHealth Agency Address: 4411 Gateside Dr, Los Angeles, CA, 90032, United States Activity Type: Rental Real Estate Position/Title: Officer - CEO Investment Related: Yes Start Date: 11/17/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Management of two residential properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-03 |
Reach out to this advisor