Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-15 |
| CA | RA | APPROVED | 2016-07-21 |
Branch Locations
99 S. Almaden Blvd. Suite 600, San Jose, CA 95113 • 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 |
|---|---|---|---|---|
| Jp Turner And Co. | San Jose | CA | 03/2002 | Present |
| J P Turner & Company Capital Management, Llc | San Jose | CA | 10/2007 | Present |
| Summit Brokerage Services Inc | San Jose | CA | 09/2015 | Present |
| Centaurus Finaical, Inc | Anaheim | CA | 07/2016 | Present |
MASSMUTUAL PACIFIC, NON-INVESTMENT RELATED, 1255 TREAT BLVD., SUITE #400, WALNUT CREEK, CA 94597, SELLING WHOLE LIFE INSURANCE, BROKER, SINCE 12/1/2017, DEVOTED TIME IS 5 HOURS A MONTH, EVALUATE CLIENTS NEEDS FOR LIFE INSURANCE. ESTATE PLANNING TEAM, NON-INVESTMENT RELATED, 45110 CLUB DRIVE, INDIAN WELLS, CA 92210, DEFERRED SALES TRUST, MEMBER, SINCE 8/9/2016, DEVOTED TIME IS 10 HRS A MONTH, EXPLAINING DEFERRED SALES TRUST. BRANCH MANAGER, GLOBAL CAPITAL WEALTH MANAGEMENT; 1048 LINCOLN AVENUE, SAN JOSE, CA 95125. NON INVESTMENT RELATED SINCE 07/01/2016. DBA FOR BRANDING PURPOSES ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-08 |
Reach out to this advisor