Best Investors
Account
Sign in
Best Investors
Account
Sign in
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| CA | RA | APPROVED | 2023-05-01 |
Branch Locations
1350 E Spruce Ave Ste 102, Fresno, CA 93720 • United States
Atascadero, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Fresno | CA | 12/2010 | 05/2023 |
| Principal Securities Inc | Fresno | CA | 12/2010 | 05/2023 |
| Commonwealth Financial Network | San Diego | CA | 05/2023 | Present |
| Elevare Advisors | Fresno | CA | 05/2023 | Present |
Fixed insurance sales; as of 05/01/2023; 100% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-07 |
Reach out to this advisor