Best Investors
Account
Sign in
Best Investors
Account
Sign in
485 E. High Street, Moorpark, CA 93021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-01 |
Branch Locations
32123 Lindero Canyon Road, Ste 306, Westlake Village, CA 91361 • United States
485 E. High Street, Moorpark, CA 93021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Isaak Bond Investments, Inc. | Manhattan Beach | CA | 08/2015 | 02/2018 |
| Western International Securities, Inc. | Pasadena | CA | 02/2018 | 12/2022 |
| Kelsey Financial, Llc | Moorpark | CA | 12/2022 | Present |
| Westlake Sentinel Fund / Westlake Sentinel Management | Westlake Village | CA | 02/2024 | 03/2026 |
Passive Investment $25,000 into Guernsey Holdings - Zaxby's Restaurants. Investment Related Activity - Private Securities Transaction. No client connection to the investment and no client solicitation of future investment. Owner, exploratory process of a private hedge fund - Westlake Sentinel Fund / Westlake Sentinel Management - (if launches) Private Securities Transactions & Registered Investment Advisor. Currently, no solicitation to the general public, no registration and no intended solicitation of the firm's retail clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-09 |
Reach out to this advisor