Best Investors
Account
Sign in
Best Investors
Account
Sign in
5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
Branch Locations
1676 N. California Blvd. Suite 550, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Securities (Usa) Inc | Oakland | CA | 10/2016 | 05/2020 |
| Transamerica Financial Advisors, Inc | Alviso | CA | 05/2024 | 01/2025 |
| World Financial Group, Inc. | Alviso | CA | 07/2024 | 01/2025 |
| Watt Property Management, Inc | San Francisco | CA | 02/2024 | 01/2025 |
| Jp Morgan Chase | Pleasanton | CA | 01/2013 | 10/2016 |
| Morgan Stanley | San Francisco | CA | 05/2020 | 09/2021 |
| Citi | San Francisco | CA | 09/2021 | 03/2024 |
| Destination Wealth Management | Walnut Creek | CA | 01/2025 | 08/2026 |
| Mariner | Overland Park | KS | 08/2026 | Present |
Non-variable Insurance - Providing different insurance services to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-06 |
Reach out to this advisor