Best Investors
Account
Sign in
Best Investors
Account
Sign in
733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-16 |
Branch Locations
733 Marsh St. Suite #110, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Luis Obispo | CA | 09/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Luis Obispo | CA | 11/2016 | 10/2020 |
| Cerro Pacific Wealth Advisors, Llc | San Luis Obispo | CA | 10/2020 | 02/2025 |
| Cerro Pacific Wealth Advisors, Llc | San Luis Obispo | CA | 02/2025 | Present |
CO-TRUSTEE FOR FATHER 2 ACCOUNTS; INVESTMENT RELATED; SOLVANG, CA; START DATE 1/1/08; 2 HRS MONTH. RENTAL PROPERTY; INVESTMENT RELATED; SAN LUIS OBISPO, CA; 100% OWNERSHIP WITH SPOUSE; START DATE = 05/01/13; 5 HOURS DEVOTED PER MONTH; 3 DURING TRADING HOURS. RENTAL PROPERTY; INVESTMENT RELATED; SAN LUIS OBISPO, CA; 100% OWNERSHIP WITH SPOUSE; CONDO; START DATE = 11/01/13; 2 HOURS DEVOTED PER MONTH; 0 DURING TRADING HOURS. RENTAL PROPERTY; INVESTMENT RELATED; PISMO BEACH, CA; CO-OWNER; START DATE 5/2013; 10 HRS PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; SAN LUIS OBISPO, CA; CO-OWNER; START DATE 7/20/2017; 2 HOURS PER MONTH; 0 HRS DURING TRADING; DUTIES: OWNER/PROPERTY MANAGER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-25 |
Reach out to this advisor