Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-06 |
| CA | RA | APPROVED | 2024-01-19 |
Branch Locations
21671 Gateway Center Dr Suite 112, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Torrance | CA | 04/2011 | 08/2020 |
| Woodbury Financial Services Inc | Diamond Bar | CA | 08/2020 | 01/2024 |
| Osaic Wealth, Inc. | Diamond Bar | CA | 01/2024 | Present |
1. STRATEGIX REALTY INC. POSITION: Broker/Owner NATURE: S-Corp - Real Estate Brokerage Firm Buying and Selling Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2018 ADDRESS: 21151 S. Western Ave., Ste. 32, Torrance CA 90501, United States DESCRIPTION: Buy and Sell Real Estate for clients and manage my agents 2 NONE POSITION: Owner NATURE: None INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2021 ADDRESS: 2066 W 233RD ST, Torrance CA 90501, United States DESCRIPTION: landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
Reach out to this advisor