Best Investors
Account
Sign in
Best Investors
Account
Sign in
3355 Cochran Street Suite 101, Simi Valley, CA 93063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-14 |
Branch Locations
3355 Cochran Street Suite 101, Simi Valley, CA 93063 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monarch Plan Advisors | Simi Valley | CA | 11/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2014 | 12/2017 |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2014 | 12/2017 |
| 3(38) Investment Fiduciaries | Simi Valley | CA | 10/2018 | Present |
1)INDEPENDENT INSURANCE AGENT, 40 WEST EASY ST, STE 4, SIMI VALLEY, CA, 12/2010 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 0 HRS. 2.GRACE BRETHREN SCHOOLS, 2762 AVENIDA SIMI, SIMI VALLEY, CA, 9/2016 AS SCHOOL BOARD MEMBER. NIR - 3/MO - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-28 |
Reach out to this advisor