Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2022-01-28 |
Branch Locations
380 South Melrose Drive Suite 110, Vista, CA 92081 • United States
Oceanside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 12/2020 |
| Tcfg Wealth Management | Laguna Niguel | CA | 01/2021 | 01/2022 |
| Commonwealth Financial Network | San Diego | CA | 01/2022 | Present |
| Ls Investment Management | Oceanside | CA | 01/2022 | 04/2024 |
| Talents Financial Planning And Wealth Management | Vista | CA | 04/2024 | Present |
1. Fixed insurance sales; as of 01/28/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Author, "The Balancing Act, Rewriting your financial script", Located in Carlsbad, CA, as of 05/2023; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Tax Preparation, Talents Financial Planning and Wealth Management; as of 08/21/2024; 20% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
Reach out to this advisor