Best Investors
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Account
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2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-05-22 |
| MO | RA | APPROVED | 2026-05-05 |
| PA | RA | APPROVED | 2025-10-06 |
| WI | RA | APPROVED | 2025-01-03 |
| MD | RA | APPROVED | 2023-11-30 |
| TX | RA | APPROVED | 2023-04-24 |
| KS | RA | APPROVED | 2022-10-26 |
| SC | RA | APPROVED | 2022-10-20 |
| NC | RA | APPROVED | 2022-10-19 |
| FL | RA | APPROVED | 2022-02-24 |
| VA | RA | APPROVED | 2022-02-23 |
Branch Locations
211 Mclaws Circle Suite #2, Williamsburg, VA 23185-6334 • United States
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Virginia Beach | VA | 09/2015 | 02/2022 |
| Mml Investors Services, Llc | Virginia Beach | VA | 10/2015 | 02/2022 |
| Centaurus Financial, Inc. | Anaheim | CA | 02/2022 | Present |
1. BOARD MEMBER, HELP & EMERGENCY RESPONSE LLC, P.O. BOX 2187, PORTSMOUTH, VA 23702. NON INVESTMENT RELATED SINCE 01/2016 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. I WORK ON THE BOARD TO CREATE AND IMPLEMENT THE STRATEGIC PLAN AS WELL AS FUND RAISE FOR THE SHELTER WHICH IS A NON PROFIT. 2. AGENT, CHOICE INSURANCE, 4664 SOUTH BLVD., VIRGINIA BEACH, VA 23452. NON INVESTMENT RELATED AND IS SPEND APPROX. 5 HOURS PER MONTH ON THIS ACOUNT. I WORK WITH AGENTS THERE TO PLACE GROUP HEALTH, DENTAL, VISION AND LIFE INSURANCE FOR EMPLOYEE BENEFITS. 3. 4790 MARLWOOD WAY, 23462 POSITION: Owner NATURE: Rental property, owner, manager INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2008 ADDRESS: 4790 Marlwood Way, Virginia Beach VA 23462, United States DESCRIPTION: Owner, manager of a rental property 4. ROVER POSITION: Owner NATURE: Board dogs at my home, walk dogs, and/or pet sit at their house. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2024 ADDRESS: 1537 Lakeview Drive, Virginia Beach VA 23455, United States DESCRIPTION: Board dogs at my home, walk dogs, and / or pet sit at their house.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-06 |
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