Best Investors
Account
Sign in
Best Investors
Account
Sign in
514 Via De La Valle Suite 200, Solana Beach, CA 92075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-27 |
Branch Locations
514 Via De La Valle Suite 200, Solana Beach, CA 92075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Encinitas | CA | 10/2011 | Present |
| Focus Investment Advisors, Inc. | Encinitas | CA | 11/2018 | Present |
1. 10/24/2011: REAL ESTATE RENTAL - RENTAL CONDO LOCATED ON MESA SPRINGS WAY, UNI 144 IN SAN DIEGO, CA (CREEKSIDE). - TIME SPENT 0%. 2. 12/11/2018 - Focus Investment Advisors, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/19/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Focus Investment Advisor Inc, an independent investment advisor firm. I started this business activity in 11/19/2018. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 8/17/2020 - Rotary Club of Encinitas - Not Investment Related - 1393 Windsor Rd, Cardiff, CA 92007 - Non-Profit Board Member - Started 07/01/2020 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-30 |
Reach out to this advisor