Best Investors
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Account
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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2007-01-31 |
Branch Locations
34188 Pacific Coast Hwy, Suite D, Dana Point, CA 92629 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mccloskey Agency | Newport Beach | CA | 09/1994 | Present |
| Tax & Financial Services | Newport Beach | CA | 09/1994 | Present |
| Highmark Financial Solutions Group; | Dana Poin | CA | 01/2010 | Present |
| Best Practices Of America, Llc | Poway | CA | 07/2014 | Present |
CHAD MILLING; DBA HIGHMARK FINANCIAL SOLUTIONS GROUP; 34188 PACIFIC COAST HWY, SUITE D DANA POINT, CA 92629; START DATE ; 01/2010;INSURANCE SALES/LONG TERM CARE;LIFE AGENT;120HRS/MO;120HRS/MO DURING TRADING;;IR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-22 |
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