Best Investors
Account
Sign in
Ventura, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-31 |
| CA | RA | APPROVED | 2017-03-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Western Intgernational Securities, Inc. | Pasadena | CA | 11/2013 | 03/2017 |
| Goto Financial | Westlake Village | CA | 03/2017 | Present |
Financial Software company Asset Planet for for individuals and professional. Compliment to our wealth advisory business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-06 |
Reach out to this advisor