Best Investors
Account
Sign in
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-24 |
Branch Locations
12255 El Camino Real Suite 125, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Denver | CO | 05/2014 | 12/2023 |
| Financial Steward Associates, Llc | Fort Collins | CO | 10/2015 | 01/2018 |
| Singh Advisory, Llc | Denver | CO | 03/2022 | 06/2024 |
| Mercer Global Advisors Inc. | Denver | CO | 11/2023 | 07/2025 |
| Moneta Group Investment Advisors, Llc | Denver | CO | 08/2025 | 09/2025 |
| Ccg Wealth Management Llc | Denver | CO | 11/2025 | Present |
| Lpl Financial Llc | Denver | CO | 05/2014 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-03 |
Reach out to this advisor