Best Investors
Account
Sign in
Best Investors
Account
Sign in
539 Broadway Suite A, Sonoma, CA 95476 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-12-15 |
| TX | RA | APPROVED | 2020-10-18 |
| CA | RA | APPROVED | 2020-10-16 |
Branch Locations
539 Broadway Suite A, Sonoma, CA 95476 • United States
Parker, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2014 | 10/2020 |
| Sonoma Wealth Advisors, Llc | Sonoma | CA | 10/2020 | Present |
Rental Property Type of business: Investment property Clearlake Oaks, CA Start date: 6/1/2017 Owner Hours per week: 4 Hours during trading: 0 No Responsibilities Rental Property Type of business: Rental American Canyon, CA Start date: 4/2/2018 Owner Hours per week: 4 Hours during trading: 0 manage tenants and property Insurance Consulting Investment related: Yes 230 S Hartson St Napa CA Start date: 01/02/2024 Principal Advisor Hours per month during trading hours : 0 Hours per month outside trading hours : 4 Total yearly compensation from the business : 5 Insurance Consulting Short term rental property; Investment related: No 230 S Hartson St Napa CA CA 94559 Start date : 2022-04-08 Rental property Hours per month during trading hours : 0 Hours per month outside trading hours : 2 Total yearly compensation from the business : 10
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
Reach out to this advisor