Best Investors
Account
Sign in
Best Investors
Account
Sign in
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
1130 Iron Point Road Suite 100, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Sacramento | CA | 09/2024 | 01/2026 |
| Mutual Of Omaha Insurance Company | Sacramento | CA | 02/2022 | 01/2026 |
| Snix Wealth Management | Sacramento | CA | 02/2022 | 09/2024 |
| Unemployed - Student | Sacramento | CA | 11/2020 | 01/2022 |
| South Sacramento Parts Llc | Sacramento | CA | 07/2020 | 10/2020 |
| Bozzuto Health & Life Inc. | Sacramento | CA | 02/2022 | 09/2024 |
| Kupros Craft House | Sacramento | CA | 09/2019 | 09/2020 |
| Mountain Mike's Pizza | Gold River | CA | 10/2018 | 10/2019 |
| Leatherby's Family Creamery | Sacramento | CA | 03/2017 | 01/2019 |
| Community College Foundation | Sacramento | CA | 04/2016 | 03/2017 |
| Jerzak Home Inspections | California | CA | 06/2012 | 06/2017 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
| Exceed Wealth & Retirement Group, Inc. | Sacramento | CA | 09/2024 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
Reach out to this advisor