Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
16902 Bolsa Chica Street Suite 208, Huntington Beach, CA 92649 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Summit Financial | Huntington Beach | CA | 01/2015 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 12/2021 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
Silver Summit Financial - Owner/Agent: Start Date: 01/2015: Yes Investment-related; 16902 Bolsa Chica Street, Suite 208, Huntington Beach, CA 92649; Insurance and Annuity Sales; Owner/ Insurance Agent: Approx 80 hrs per month, all of which are during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-10 |
Reach out to this advisor