Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
Branch Locations
2890 N Main Street Suite 201, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delicato Family Wines | Napa | CA | 10/2025 | 01/2026 |
| Vitucci Integrated Planning | Walnut Creek | CA | 04/2026 | Present |
| The Odom Corporation | Boise | ID | 10/2023 | 10/2025 |
| Columbia Distributing | Kent | WA | 12/2021 | 09/2023 |
| Osaic Wealth Inc | Walnut Creek | CA | 04/2026 | Present |
| Zeeks Pizza | Seattle | WA | 09/2021 | 12/2021 |
| Associates In Physical Therapy | East Wenatchee | WA | 05/2021 | 08/2021 |
| Washington State University | Pullman | WA | 12/2017 | 05/2021 |
| Gubancs Pub | Lake Oswego | OR | 05/2017 | 12/2017 |
| Linn Benton Cc | Albany | OR | 09/2016 | 05/2017 |
| Gubancs Pub | Lake Oswego | OR | 05/2016 | 09/2016 |
| Unemployed | Walnut Creek | CA | 01/2026 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-19 |
| S65 | Uniform Investment Adviser Law Examination | 2026-02-02 |
Reach out to this advisor