Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-05 |
Branch Locations
4370 La Jolla Village Dr Ste 1025, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chico Elks Lodge | Chico | CA | 01/2020 | 04/2025 |
| Diamond Steakhouse | Chico | CA | 08/2019 | 03/2020 |
| Raley's | Chico | CA | 01/2017 | 07/2019 |
| Enterprise Record | Chico | CA | 01/2014 | 01/2017 |
| Principal Life Insurance Company | San Diego | CA | 03/2025 | Present |
| Principal Securities, Inc. | San Diego | CA | 03/2025 | Present |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 4370 La Jolla Village Drive, Suite 1025, San Diego CA 92122, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **LATITUDE 32 POSITION: Bartender NATURE: Bartender INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2026 ADDRESS: 5019 Cass St., San Diego CA 92109, United States DESCRIPTION: I will bartend, check IDs, barback, and anything front of house related for a bar on the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
Reach out to this advisor