Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 East Huntington Drive Suite 222, Monrovia, CA 91016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2021-07-19 |
Branch Locations
100 East Huntington Drive Suite 222, Monrovia, CA 91016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garrett Investment Advisors, Llc | Monrovia | CA | 05/2013 | 01/2022 |
| Veritas Financial Consulting, Llc | Monrovia | CA | 07/2021 | Present |
| Veritas Financial Consulting Dba For Garrett Investment Advisors | Monrovia | CA | 05/2013 | 07/2021 |
Name of the other business: Joshua Garcia d.b.a. Veritas Financial Consulting Investment-related: No Address of the other business: 100 East Huntington Drive, Suite 222 Monrovia, California 91016 Nature of the other business: Tax preparation services Position: Tax Preparer Start date: 01/2019 Number of hours/month you devote to the other business: 20 hours/month (during tax season) Number of hours you devote to the other business during securities trading hours: 20 hours/month (during tax season) Duties relating to the other business: Independent tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-27 |
Reach out to this advisor