Best Investors
Account
Sign in
Best Investors
Account
Sign in
130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-07-21 |
| LA | RA | APPROVED | 2025-07-08 |
| IL | RA | APPROVED | 2025-03-12 |
| OH | RA | APPROVED | 2024-06-12 |
| NV | RA | APPROVED | 2024-03-04 |
| FL | RA | APPROVED | 2023-08-10 |
| AZ | RA | APPROVED | 2023-05-11 |
| MI | RA | APPROVED | 2023-05-01 |
| VA | RA | APPROVED | 2023-03-27 |
| ME | RA | APPROVED | 2023-03-17 |
| CO | RA | APPROVED | 2023-02-27 |
| TX | RA | APPROVED | 2023-02-27 |
| CA | RA | APPROVED | 2023-02-17 |
Branch Locations
One California Street, Suite 2500, San Francisco, CA 94111 • United States
One California Street, Suite 2500, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
| CA | RA | APPROVED | 2023-06-30 |
Branch Locations
One California Street, Suite 2500, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | San Diego | CA | 08/2007 | 11/2016 |
| Independent Financial Group, Llc | San Diego | CA | 11/2016 | 02/2023 |
| Valmark Securities, Inc. | Akron | OH | 02/2023 | Present |
| Valmark Advisers, Inc. | Akron | OH | 02/2023 | Present |
1) BPM Wealth Advisors; One California St., Ste. 2500, San Francisco, CA 94111; Investment Advisor; Financial Planner/ Investment manager of the RIA; YES Investment Related; Start Date 6/6/2023; Approximately 40+ hrs. per month; Salary/bonus based on the total growth of the firm./// 2) Dealer for Uhaul Co.; 105 Airport Place, Suite A, Monterey, CA 93940; Uhaul rentals; Agent; Helping my father with maintaining calendar/ schedule for Uhaul rentals. As dealer, we don't own the trucks/ equipment, we simply provide the parking space that is used for truck pick up and drop offs; NOT Investment Related; Start Date 02/02/2025; Financial Interest YES, Although the agreement as a "dealer" with Uhaul will be with my father's business (Sergio's Auto Body), I will be doing a lot of the work on the back end in managing the dealer portal to rent the equipment. Any commissions generated by the rentals will be split between me and my father; Approximately 6-10 hrs. per month; Commissions are paid by Uhaul, Co. to the dealers based on the type of truck that is rented by the dealer. Each rental generates a commission to the dealer (Sergio's Auto Body). Based on the amount of support provided, Sergio's Auto Body will pay me as a 1099 contractor.///
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-21 |
Reach out to this advisor