Best Investors
Account
Sign in
Best Investors
Account
Sign in
Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-25 |
Branch Locations
21300 Victory Blvd. Suite 120A, Woodland Hills, CA 91367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Securities, Llc | Santa Barbara | CA | 09/2017 | 11/2021 |
| Bartlett, Pringle, & Wolf | Santa Barbara | CA | 07/2015 | 02/2017 |
| Pensionmark Financial Group | Santa Barbara | CA | 03/2017 | 11/2021 |
| Fidelity Investments | Santa Barbara | CA | 04/2023 | 08/2023 |
| Exp Realty Of California | Santa Barbara | CA | 11/2021 | 04/2023 |
| Keller Williams Realty | Santa Barbara | CA | 06/2020 | 11/2021 |
| Unemployed | Santa Maria | CA | 08/2023 | 08/2025 |
| World Financial Group, Inc. | Woodland Hills | CA | 08/2025 | Present |
| Transamerica Financial Advisors, Llc | Woodland Hills | CA | 08/2025 | Present |
| Rental Property | Riverdale | GA | 04/2021 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Rental property Start date 4/2021 Owner - property manager maintains 6616 Stark Court | Riverdale, GA 30274 Investment related: NO 0 hours per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-09 |
Reach out to this advisor