Best Investors
Account
Sign in
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
1000 Lakes Drive Suite 325, West Covina, CA 91790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial | West Covina | CA | 08/2025 | 06/2026 |
| Community Programs Office | Los Angeles | CA | 10/2021 | 08/2025 |
| University Of California - Los Angeles | Los Angeles | CA | 08/2021 | 06/2025 |
| National Academy Of Athletics | Santa Rosa | CA | 06/2021 | 08/2021 |
| Extreme Food And Beverage | Ukiah | CA | 08/2021 | 08/2021 |
| Evsdesignsco - Etsy Shop | Santa Rosa | CA | 05/2020 | 09/2021 |
| Extreme Food And Beverage | Ukiah | CA | 08/2019 | 08/2019 |
| Macy's | Santa Rosa | CA | 04/2019 | 07/2020 |
| Extreme Food And Beverage | Ukiah | CA | 08/2018 | 08/2018 |
| Roseland University Prep | Santa Rosa | CA | 08/2017 | 05/2021 |
| Extreme Food And Beverage | Ukiah | CA | 08/2017 | 08/2017 |
| Roseland Accelerated Middle School | Santa Rosa | CA | 08/2015 | 08/2018 |
| Trilogy Financial | West Covina | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-16 |
Reach out to this advisor