Best Investors
Account
Sign in
3750 Park East Drive Suite 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
2829 Townsgate Rd., Suite 100, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 01/2012 | 11/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 01/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 01/2021 | 10/2024 |
| Stratos Wealth Advisors, Llc | Westlake Village | CA | 09/2024 | Present |
07/14/2025 - A. Carmi Financial, Inc. (DBA for Stratos Business) - Address: 2829 Townsgate Rd. Suite 100 Westlake Village, CA 91361 - Position: Principal - Number of hours/devoted during business hours: 160 - Description: Financial Services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-18 |
Reach out to this advisor