Best Investors
Account
Sign in
Best Investors
Account
Sign in
San Diego, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2013-01-07 |
| TX | RA | APPROVED_RES | 2013-01-04 |
| CA | RA | APPROVED | 2009-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rgb Capital Group | San Diego | CA | 05/2009 | Present |
Robert Bernstein is President of the San Diego Chapter of the American Association of Individual Investors (AAII), a non-profit, investment education organization located at 625 N. Michigan Ave., Chicago, IL 60611. The San Diego Chapter organizes investment education events and meetings for both AAII members and non-members to provide unbiased, investment education. In addition to organizing chapter meetings, Mr. Bernstein may provide educational presentations to the chapter form time to time. Mr. Bernstein spends on average approximately 10 hours per months (outside of normal stock market hours) to organize meetings, schedule speakers and manage chapter actives. Neither RGB, nor Mr. Bernstein, receive compensation for participation in these events. Individuals who attend these events may become clients of RGB. Mr. Bernstein has held this position since 2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-04 |
Reach out to this advisor