Best Investors
Account
Sign in
1640 East Cypress Suite A, Redding, CA 96002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
Branch Locations
1640 East Cypress Suite A, Redding, CA 96002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mitchell & Blalock Diversified Financial Services, Inc. | Grants Pass | OR | 01/2001 | Present |
| Ameritas Investment Company, Llc | Grants Pass | OR | 07/1996 | 03/2026 |
| Blalock Insurance | Grants Pass | OR | 03/2000 | Present |
| Financial Aid Center For Long Term Care | Grants Pass | OR | 01/1995 | 03/2026 |
| Papa Terall'S Bbq Catering | Grants Pass | OR | 11/2013 | Present |
| Jimmy's Classic Drive In | Grants Pass | OR | 10/2019 | 01/2026 |
| Ameritas Life Insurance Company | Lincoln | NE | 06/2018 | 03/2026 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 03/2026 |
| Lpl Financial | Grants Pass | OR | 03/2026 | Present |
| Rubicon Advisors | Redding | CA | 03/2026 | Present |
1- 03/2026 - Rubicon Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 120 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 3/30/2026 2- 03/2026 - Blalock Insurance - Property and Casualty - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 03/01/2000 3- 03/2026 -Faithful Enterprises - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 05/01/2004 4- 03/2026 - 119NW E Street - Real Estate Rental - Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97526 - OBA Start Date: 09/01/2019 5- 03/2026 - Papa Terall's BBQ - Business Owner - Not Inv Related - 5 Hour(s)/Month - 0 Hour(s) During Trading - Grants Pass, OR, 97527 - OBA Start Date: 11/01/2013 6- 04/3.0/2026 - Rubicon Advisors - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 120 hours per month/ during trading - I provide investment advisory services through Rubicon Advisors, an independent investment advisor firm. I started this business activity in 03/2026. I expect to spend approximately 120 hours per month on this activity. Please see the Form ADV for the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-22 |
Reach out to this advisor