Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-26 |
| NY | RA | APPROVED | 2026-02-02 |
| IL | RA | APPROVED | 2026-01-30 |
| LA | RA | APPROVED | 2026-01-08 |
| MD | RA | APPROVED | 2023-07-03 |
| OH | RA | APPROVED | 2023-04-06 |
| WV | RA | APPROVED | 2022-09-19 |
| OK | RA | APPROVED | 2022-04-08 |
| ID | RA | APPROVED | 2021-09-23 |
| CA | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED | 2020-10-19 |
Branch Locations
540 Fort Evans Road, Ne Suite #200, Leesburg, VA 20176 • United States
16845 Blanco Road Suite #104, San Antonio, TX 78232 • United States
16845 Blanco Road Suite #104, San Antonio, TX 78232 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | San Antonio | TX | 02/2009 | 10/2020 |
| Centaurus Financial, Inc. | Anaheim | CA | 10/2020 | Present |
1. BDT INC., NON-INVETMENT RELATED, 16845 BLANCO ROAD, SUITE #104, SAN ANTONIO, TX 78232, INSURANCE AND SECURITY BUSINESS PASS THROUGH S. CORP. 2. FREEDOM ONE LIFE/FREEDOM ONE ADVISOR GROUP/FEDERAL EMPLOYEE BENEFITS, NON-INVESTMENT RELATED, DBA PURPOSES ONLY. 3. WISH FOR OUR HEROES - 501, NON-INVESTMENT REALTED, 16845 BLANCO ROAD, #104, SAN ANTONIO, TX 78232, DIRECTOR, SINCE 1/2012 AND I SPEND APPROX. 25 HOURS PER MONTH ON THIS ACTIVITY. MY ROLE AS DIRECTOR IS TO BUILD RELATIONSHIPS WITH MILITARY COMMANDS AND MAKE THEM AWARE OF OUR CHARITY, AND HOW WE HELP MILITARY FAMILIES MANAGE HARDSHIPS. 4. NOTARY PUBLIC, NON-INVETMENT RELATED, 16845 BLANCO ROAD, #104, SAN ANTONIO, TX 78232, SINCE 4/2009 AND I SPEND APPROX. ONE HOUR ON THIS ACTIVITY. WHEN A CIVIL SERVICE OR MILITARY MEMBER RETIRES AND STARTS COLLECTING GOVERNMENT RETIREMENT, CERTAIN SECTION WITHIN THE REQUIRED FORMS MAY NEED TO BE NOTARIZED (SURVIVOR SPOUSES SECTION). IF THE SPOUSE AGREES TO A LESS THAN STANDARD SURVIVOR BENEFIT. 5. FARM 2 RANCH WEALTH MANAGEMENT, NON-INVESTMENT RELATED, 16845 BLANCO ROAD, SUITE #104, SAN ANTONIO, TX 78232, DBA, OWNER, SINCE 12/1/2020, SELL FIXED PRODUCTS AND SECURITIES TO RANCHERS AND FARMERS. 6. F2R WEALTH, NON-INVESTMENT RELATED, 16845 BLANCO ROAD, SUITE #104, SAN ANTONIO, TX 78232, DBA, OWNER, SINCE 1/1/2021, ACRONYM FOR FARM 2 RANCH WEALTH MANAGEMENT. 7. OAK LANE RANCH, NON-INVESTMENT RELATED, 2556 FM 467, SEGUIN, TX 78155, I LEASE OUT MY 60 ACRE RANCH TO A CATTEL RANCHER, OWNER, SINCE 3/20/2018, DEVOTED TIME IS ONE HOUR A MONTH, PROPERTY MANAGER. 8. FREEDOM ONE LIFE SOLUTIONS POSITION: Agent NATURE: I REVIEW LIFE INSURANCE AND LTC OPTIONS WITH CLIENTS. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2009 ADDRESS: 16845 Blanco Road, Suite 104, San Antonio TX 78232, United States DESCRIPTION: I REVIEW LIFE INSURANCE AND LTC OPTIONS AND FIXED ANNUITIES WITH CLIENTS. 9. BDT INC. POSITION: President NATURE: DBA name used for all insurance/security/GSA Contract business pass through S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2009 ADDRESS: 16845 Blanco Road, Suite 104, San Antonio TX 78232, United States DESCRIPTION: DBA name used for all insurance/security/GSA Contract business pass through S Corp 10. FREEDOM ONE LIFE/FEDERAL EMPLOYEE BENEFITS/FREEDOM ONE ADVISOR GROUP. POSITION: Owner of DBA NATURE: We have one parent DBA name we use for all, and we have other DBA names used to work with certain segments of the population and/or for certain types of business we sell. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 16845 Blanco Road, Suite 104, San Antonio TX 78232, United States DESCRIPTION: We have one parent DBA name we use for all, and we have other DBA names used to work with certain segments of the population and/or for certain types of business we sell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-31 |
Reach out to this advisor