Best Investors
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-08-05 |
Branch Locations
5678 Bellevue Avenue, La Jolla, CA 92037 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joseph D. Mcgoldrick Dba Financial Insurance Services | La Jolla | CA | 05/2016 | Present |
| Planmember Securities Corporation | Carpinteria | CA | 08/2016 | Present |
| Joseph D. Goldrick Dba La Jolla Real Estate Llc | La Jolla | CA | 05/2016 | 03/2024 |
| La Jolla Real Estate Llc | La Jolla | CA | 09/2015 | 03/2024 |
1) Joseph D. McGoldrick dba Financial Insurance Services-5678 Bellevue Ave., La Jolla, CA 92037; Investment related; Securities & Insurance Sales & Svcs; Investment Advisory Representative; Start date 5/16; approx. 80 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-04 |
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