Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-03 |
Branch Locations
5435 Oberlin Drive Suite 200, San Diego, CA 92121 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
5435 Oberlin Dr. Suite 200, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-12-20 |
Branch Locations
5435 Oberlin Dr. Suite 200, San Diego, CA 92121 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandeep Varma Wealth Strategies Llc Dba Ats Wealth Management | San Diego | CA | 07/2008 | Present |
| Fsc Securities Corp | Atlanta | GA | 10/2015 | 04/2022 |
| Avantax Investment Services, Inc. | San Diego | CA | 05/2022 | 09/2025 |
| Avantax Advisory Services | San Diego | CA | 05/2022 | 09/2025 |
| Avantax Insurance Agency Llc | San Diego | CA | 05/2022 | 09/2025 |
| Ats Advanced Trustee Strategies | San Diego | CA | 05/2001 | Present |
| Steven Musser | San Diego | CA | 02/1990 | Present |
| Cetera Wealth Services, Llc | San Diego | CA | 09/2025 | 02/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | 02/2026 |
| Simplicity Investments | Summit | NJ | 02/2026 | Present |
| Simplicity Wealth | Summit | NJ | 06/2026 | Present |
ATS WEALTH MGMT - 9/1/15 - 5435 Oberlin Drive, Suite 200, San Diego, CA 92121 - Investment Advisor Representative, Meet with clients to review their financial situation and accounts/make recommendations and implement changes, Invt Rel, Independent RIA, 25 hrs/mo; 0 hrs/mo (during trading hours). Steven Musser - 5/27/26 - 5435 Oberlin Drive, Suite 200, San Diego, CA 92121 - Registered Insurance Agent - Sales, Selling insurance policies, Invt Rel, Insurance business, 20 hrs/mo; 10 hrs/mo (during trading hours). Simplicity Investments; 02/2026; 475 Springfield Avenue Summit, New Jersey 07901; investment related; Registered Representative; Meet with clients to review their financial situation and accounts. Make recommendations and implement changes; 25 hrs/mo; 0 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-11 |
Reach out to this advisor