Best Investors
Account
Sign in
Best Investors
Account
Sign in
10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-14 |
| CO | RA | APPROVED | 2023-04-25 |
| TX | RA | APPROVED_RES | 2020-10-30 |
| FL | RA | APPROVED | 2020-09-24 |
| WA | RA | APPROVED | 2018-05-29 |
| OH | RA | APPROVED | 2016-07-28 |
| CA | RA | APPROVED | 2012-01-30 |
Branch Locations
5405 Morehouse Drive Suite 245, San Diego, CA 92121 • 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 |
|---|---|---|---|---|
| Guardian Life Ins Co | San Diego | CA | 01/2012 | 10/2017 |
| Park Ave Securities | San Diego | CA | 01/2012 | 10/2017 |
| Park Avenue Securities | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | La Jolla | CA | 10/2017 | 10/2021 |
| Guardian Life Insurance Company | San Diego | CA | 10/2021 | Present |
| Park Avenue Securities | San Diego | CA | 10/2021 | Present |
1. District Attorney's Interfaith Advisory Board-We meet once a month & discuss interfaith issues that pertain to the DA's office., Start: 01/21/2009, Address: 330 W. Broadway San Diego, CA 92101, 2 total business hours per month / 1 during securities trading hours, No annual compensation, Not investment related, 2. Health Insurance-Individual health insurance for my clients who have left their employer health insurance plans and need coverage., Start: 10/26/2012, Address: Health Net of California P.O. Box 1360; Rancho Cordova, CA 95741-1360, 0 total hours per month, Less than 10% annual compensation, Investment related, 3. Guest speaker at various World Religion Classes-I speak on my faith, Sikhism, at various world religions classes around San Diego, Start: 09/04/2010, Address: Various, 1 total business hour per month / 0 during securities trading hours, No annual compensation, Not investment related, 4. InterReligious Council San Diego, President for interfaith group, Start: 09/01/2019, Address: N/A, 4 total business hours per month / 2 during securities trading hours, No annual compensation, Not investment related, 5. The Sach Foundation.org- President and co-Founder, Start: 08/01/2022, Address: 13136 Shalimar Place Del Mar, CA 92014, 5 total hours per month / 0 during securities trading hours, No annual compensation, Not investment related, 6. Del Mar School Education Foundation, Board Member, help raise funds for the STEAM Program, Start: 04/19/2023, Address: 5333 Old Carmel Valley Road, San Diego, CA 92130, 2 total hours per month / 0 during securities trading hours, No annual compensation, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
Reach out to this advisor