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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascend Software, Llc | Brea | CA | 02/2013 | 01/2022 |
| Private Wealth Advisors | Fresno | CA | 11/2020 | 01/2022 |
| Sierra Pacific Wealth Advisory Group Inc. | Fresno | CA | 01/2021 | Present |
| Commonwealth Financial Network | San Diego | CA | 08/2024 | Present |
| Intellichief, Llc | Tampa | FL | 01/2022 | Present |
Account Executive, IntelliChief, Inc.; Located in Friant, CA, as of 01/2022; 100% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-28 |
Reach out to this advisor