Best Investors
Account
Sign in
Best Investors
Account
Sign in
250 West First Street Suite 248, Claremont, CA 91711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-07-20 |
| TX | RA | APPROVED_RES | 2018-03-09 |
| CA | RA | APPROVED | 2010-06-22 |
Branch Locations
250 West First Street Suite 248, Claremont, CA 91711 • United States
231 Public Square Suite 300, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifesteps Financial (Formerly Foothill Financial Advisors, Inc.) | Claremont | CA | 06/2010 | Present |
LifeSteps Bank and Trust; Not investment-related; 1400 Market St., #100, Huntsville, AL 35808; Director; Since 09/2024; Approx. 4 hours per month total/during trading hours; Consult on business plan, long-term planning, and credit committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
Reach out to this advisor