Best Investors
Account
Sign in
Best Investors
Account
Sign in
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-07 |
Branch Locations
4275 Executive Square Drive Suite 1030, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2015 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | La Jolla | CA | 04/2025 | 03/2026 |
| Mission Brewing | San Diego | CA | 08/2024 | Present |
| Jet Wealth Advisors | La Jolla | CA | 02/2026 | Present |
Felix Shepherd Real Estate LLC; real estate investing related; Sheridan, WY; 100% ownership; Start date 04/13/2023;1 hour per month; 0 hours during trading; LLC used for investment purposes; | Rental Property; Inv related; Milwaukee, WI; 100% ownership; Start date 01/22/2024; 2 hours per month; 0 hours during trading Cardone REIT I LLC; Inv related; real estate investing related; Aventura, FL: Investor; Start Date: 2/15/2022; 0.25 hours per month; 0 hours during trading; Duties: None--passive investment in private REIT Mission Brewing; Not inv related; San Diego, CA; bartender; Start date 08/15/2024; 15 hours per month; 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-09 |
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
Reach out to this advisor