Best Investors
Account
Sign in
24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2013-12-02 |
| TX | RA | APPROVED_RES | 2012-10-04 |
| CA | RA | APPROVED | 2012-09-28 |
Branch Locations
24941 Dana Point Harbor Drive Suite C210, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Clark Group Asset Management | Dana Point | CA | 11/2005 | Present |
1) PACHIRA INVESTMENTS, INC. DBA THE CLARK GROUP ASSET MANAGEMENT; INVESTMENT RELATED; 24941 Dana Point Harbor Dr. STE. C210 Dana Point, CA 92629; RIA; EXECUTIVE VICE PRESIDENT; START DATE: 11/2005; APPROX 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-29 |
Reach out to this advisor