Best Investors
Account
Sign in
Best Investors
Account
Sign in
2300 East Katella Ave Suite 200, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-04 |
| NV | RA | APPROVED | 2025-08-17 |
| MT | RA | APPROVED | 2025-01-09 |
| GA | RA | APPROVED | 2023-06-26 |
| CT | RA | APPROVED | 2023-01-05 |
| NY | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centaurus Financial Inc. | Anahiem | CA | 01/2022 | Present |
| People United Bank | Fairfield | CT | 06/2013 | 11/2021 |
1. CT Institute of Finance, non-investment related, 231 Coram Ave., Shelton, CT 06484, DBA for branding purposes, since 11/2021. 2. CT Institute of Finance, non-investment related, 231 Coram Ave., Shelton, CT 06484, tax preparation, tax preparer, since 11/2021. 3.SOUND COACHING INC, 231 Coram Ave, Shelton CT 06484, United States, Tax preparation, NON-INVESTMENT RELATED,START DATE: 01/24/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-04 |
Reach out to this advisor