Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-15 |
Branch Locations
3625 E Thousand Oaks Blvd Suite 238, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Benefit Center, Inc | Westlake Village | CA | 08/2017 | Present |
| Impact Partnership Wealth | Kennesaw | GA | 12/2021 | 02/2023 |
| California Lutheran University | Thousand Oaks | CA | 08/2019 | Present |
| Moorpark College | Moorpark | CA | 06/2017 | 05/2019 |
| Oak Park High School | Oak Park | CA | 08/2014 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
1) Moorpark College, Moorpark CA, 07/2023, W2 Employee, Coach, NIR, 20 HR/MO, 20 Trading 2) THE BENEFIT CENTER, INC, 3625 E Thousand Oaks Blvd, Suite 238, Westlake Village CA 91362, 08/2017, Vice President, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-24 |
Reach out to this advisor