Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Co | Costa Mesa | CA | 01/2025 | 11/2025 |
| Mml Investors Services, Llc | Costa Mesa | CA | 03/2025 | 11/2025 |
| Andersen | San Francisco | CA | 06/2024 | 08/2024 |
| Wilson Elser | San Diego | CA | 10/2023 | 06/2024 |
| Sushi Deli | San Diego | CA | 09/2022 | 10/2023 |
| Green Tomato Grill | Huntington Beach | CA | 05/2022 | 08/2022 |
| San Diego State University | San Diego | CA | 08/2021 | 12/2024 |
| Huntington Beach High School | Huntington Beach | CA | 01/2015 | 06/2021 |
| Thrivent Investment Management | Minneapolis | MN | 12/2024 | 01/2025 |
| Signature Resources Capital Management, Llc | Newport Beach | CA | 12/2025 | Present |
| American United Life | Newport Beach | CA | 11/2025 | Present |
| Oneamerica Securities | Newport Beach | CA | 05/2026 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-05 |
Reach out to this advisor