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 |
|---|---|---|---|
| DC | RA | APPROVED | 2019-04-05 |
| MD | RA | APPROVED | 2019-02-05 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
Bowie, MD • 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 |
|---|---|---|---|---|
| Pln & Associates, Inc | Bowie | MD | 06/1990 | Present |
| Centaurus Financial, Inc. | Anaheim | CA | 10/2010 | 08/2018 |
| Securities America, Inc. | Bowie | MD | 08/2018 | 01/2019 |
| Securities America Advisors | Bowie | MD | 08/2018 | 01/2019 |
| Centaurus Financial, Inc. | Anheim | CA | 02/2019 | Present |
1. OWNER, PLN & ASSOCIATES, INC. BOWIE, MD 20721. NON INVESTMENT RELATED SINCE 1/1990 AND I SPEND APPROX. 40 HOURS PER MONTH ON THIS ACTIVITY. I PROVIDE TAX ADVISE TO CLIENTS INTERESTED IN MAKING INVESTMENTS OR ROLLING OVER ELIGIBLE 401(K)S. 2. AGENT, INSURANCE AGENT, NON INVESTMENT RELATED SINCE 1/2000 AND I SPEND APPROX. 4/5 HOURS PER MONTH ON THIS ACTIVITY. INSURANCE SALES. 3. PLN & ASSOCIATES, INC., NON-INVESTMENT RELATED, BOWIE, MD 20721, DBA, OWNER/PRESIDENTS, SINCE 7/1/1988. 4. PLN & ASSOCIATES, INC., NON-INVESTMENT RELATED, BOWIE, MD 20721, PREPARE AND ELECTRONICALLY FILE TAXES RETURNS, PRESIDENT/OWNER, SINCE 7/1/1990, DEVOTED TIME IS 40 HOURS A MONTH, MEET WITH CLIENTS, SUPERVISE TAX PREPARERS, REVIEW TAX RETURNS WITH CLIENTS, TRANSMIT TAX RETURNS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-07 |
Reach out to this advisor