Best Investors
Account
Sign in
Best Investors
Account
Sign in
34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-09 |
Branch Locations
611 Anton Blvd. Suite 200, Costa Mesa, CA 92626 • United States
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-03 |
Branch Locations
2029 Cenury Park E Ste 800, Los Angeles, CA 90067 • United States
Corona, CA • United States
611 Anton Blvd Ste 200, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Bank | Beverly Hills | CA | 10/2002 | 09/2016 |
| Comerica Securities | Costa Mesa | CA | 02/2003 | 09/2016 |
| Comerica Securities, Inc. | Los Angeles | CA | 09/2016 | 11/2023 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 11/2023 | Present |
| Fifth Third Securities | Costa Mesa | CA | 07/2026 | Present |
Business Ownership; Kearns Partnership LLC; Co-owner; Real Estate; 4970 N. 7th Avenue, , Phoenix, AZ, 85013; Not Investment-Related; 03/01/2017; 0 hours per month; 0 during trading hours. Outside Employment; Comerica Financial Advisorss; Regional Director, Senior Vice President - Team Management, Client Acquisition, Recruiting; Comerica Financial Advisors - Dual Program; 611 Anton Blvd, Ste 200, Costa Mesa, CA, 92626; Investment-Related; 11/06/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-14 |
Reach out to this advisor