Best Investors
Account
Sign in
Best Investors
Account
Sign in
7470 Center St, Mentor, OH 44060 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-20 |
| NM | RA | APPROVED | 2022-01-19 |
Branch Locations
7470 Center St, Mentor, OH 44060 • United States
6100 Uptown Blvd Ne Suite 610C, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 09/2022 |
| Lakeridge Wealth Management | Albuquerque | NM | 06/2021 | Present |
| Private Client Services | Albuquerque | NM | 09/2022 | Present |
1) Doctor's Financial Resource. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Wealth management DBA used with our doctor client niche. Founder and financial advisor. 160 hrs/mo; 160 during trading hrs. 2) Financial Solutions Planning and Investments. 5203 Juan Tabo Blvd ND, Suite 2C, Albuquerque, NM 87111. Wealth management services. Co founder and financial advisor. 160 hrs/mo; 160 during trading hrs. 3) Fixed insurance (life, disability, LTC) with various carriers. 10 hrs/mo; 5 during trading hrs. 4) Lakeridge Wealth Management. 8383 Mentor Ave, Mentor, OH 44060. RIA. Co founder and co owner; registered investment advisor. 160 hrs/mo; 160 during trading hrs. 5) Sandia Real Estate LLC. 1226 Rockrose Rd NE, Albuquerque, NM 87122. Rental and farm real estate located in Missouri. Minority owner, advisement to the majority owner. 1 hr/mo; 0 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
Reach out to this advisor