Best Investors
Account
Sign in
Best Investors
Account
Sign in
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-08 |
| CA | RA | APPROVED | 2026-01-09 |
| FL | RA | APPROVED | 2026-01-09 |
| NV | RA | APPROVED | 2026-01-09 |
| ID | RA | APPROVED | 2024-10-15 |
| MO | RA | APPROVED | 2024-10-08 |
| TX | RA | APPROVED | 2023-09-09 |
| GA | RA | APPROVED | 2021-09-07 |
| AZ | RA | APPROVED | 2019-08-29 |
Branch Locations
2860 Michelle Drive, Suite 150, Irvine, CA 92606 • United States
401 E Rowland St., Covina, CA 91723 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Newport Beach | CA | 10/2011 | Present |
| Capital Synergy Partners, Inc. | Newport Beach | CA | 04/2014 | Present |
MELENDEZ COMPANY & ASSOCIATES INC 401 E. ROWLAND ST COVINA, CA 91723 ENROLLED AGENT (INCOME TAX RETURN PREPARATION) EFFECTIVE: 6-5-12 160 HOURS PER MONTH/0 HOURS PER MONTH DURING MARKET HOURS CSP/MCA WEALTH MANAGEMENT 401 E. ROWLAND ST COVINA, CA 91723 FIXED INSURANCE SALES/OWNER EFFECTIVE: 10/2017 20 HOURS PER MONTH/20 HOURS PER MONTH DURING MARKET HOURS MCO HOLDINGS, LLC 401 E. ROWLAND ST COVINA, CA 91723 OWNER/REAL ESTATE HOLDING CO EFFECTIVE: 03/22/2024 1 HOUR PER MONTH/1 HOUR PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-02 |
Reach out to this advisor