Best Investors
Account
Sign in
34179 Golden Lantern St. 102, Dana Point, CA 92629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
34179 Golden Lantern Suite 101-E, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advisory Services Network, Llc | Atlanta | GA | 12/2015 | 06/2019 |
| Life By Design Investment Advisory Services | Dana Point | CA | 02/2015 | Present |
1) INSURANCE LIFE, LTC (THROUGH GENERAL AGENT), PAID COMMISSION 2) Author; MYGOALS Book; Investment Related: No; Location: POBox 504 Dana Point CA. Description of the business: MYGOALS Book; Start date with business: 2015-01-01; Hours devoted to business outside trading hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-13 |
Reach out to this advisor