Best Investors
Account
Sign in
Best Investors
Account
Sign in
1700 Adams Avenue Suite 210, Costa Mesa, CA 92626 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-06 |
| CA | RA | APPROVED | 2014-05-29 |
Branch Locations
1700 Adams Avenue Suite 210, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collins Advisory | Fullerton | CA | 01/2009 | Present |
| James Curtis Financial And Insurance Services | Costa Mesa | CA | 01/2014 | Present |
| James Curtis Enterprises, Inc. | Newport Beach | CA | 01/2006 | Present |
PRESIDENT AND ONLY SHAREHOLDER. JAMES CURTIS ENTERPRISES, INC (S CORPORATION) 23773 FIELDCREST LANE, MURRIETA, CA 92562 NOTE: THE BUSINESS IS NOT INVESTMENT RELATED. MY LAST RESIDENTIAL LILSTING EXPIRES 6/30/2008 WITH A SIX MONTH SAFETY CLAUSE. (1) I HAVE BEEN PROVIDING COMPREHENSIVE FINANCIAL PLANS AS AN INVESTMENT ADVISORY REPRESENTATIVE FOR COLLINS ADVISORY SINCE JANUARY 1, 2009. AS PART OF OUR BUSINESS SUCCESSION PLAN, MOST OF THE COLLINS ADVISORY CLIENTS WILL BE TRANSFERRING TO JCFAIS OVER THE NEXT FIVE YEARS. (2) I HAVE BEEN A LICENSED INSURANCE AGENT IN CALIFORNIA SINCE 2008. I MAY RECEIVE COMMISSIONS FROM LIFE, HEALTH AND LONG-TERM CARE INSURANCE POLICIES AS WELL AS FIXED AND INDEX ANNUITIES. (3) I HAVE BEEN A LICENSED REAL ESTATE BROKER IN CALIFORNIA SINCE 1994. I MAY RECEIVE COMMISSIONS FROM SUCCESSFUL RESIDENTIAL SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-30 |
Reach out to this advisor