Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2022-07-25 |
Branch Locations
5213 El Mercado Parkway Suite F, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foothill Securities, Inc. | Santa Rosa | CA | 02/1996 | 12/2016 |
| The Hart Group- Insurance Sales | Santa Rosa | CA | 01/2012 | Present |
| Securities America, Inc. | Santa Rosa | CA | 12/2016 | 07/2022 |
| Arbor Point Advisors | Santa Rosa | CA | 12/2016 | 07/2022 |
| Commonwealth Financial Network | San Diego | CA | 07/2022 | Present |
| Censia Wealth Advisors | Santa Rosa | CA | 07/2022 | Present |
1. Fixed insurance sales; as of 07/25/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Censia Wealth Advisors, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/27/2023; 99% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-27 |
Reach out to this advisor