Best Investors
Account
Sign in
Best Investors
Account
Sign in
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-03 |
Branch Locations
6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
4444 Corona Dr., Ste. 242, Corpus Christi, TX 78411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 05/2022 | Present |
| Elite Plus Financial & Retirement Services | Corpus Christi | TX | 04/2022 | Present |
| Corpus Christi Independent School District | Corpus Christi | TX | 08/2005 | 05/2020 |
| Elite Plus Financial & Retirement Services | Corpus Christi | TX | 06/2020 | 04/2022 |
1) Elite Plus Financial & Retirement Services-4444 Corona Dr, Suite 242, Corpus Christi, TX 78411; Investment related; Investment services-advisory & insurance product sales & svcs; Investment Advisor Representative Start date 4/2022; 160 hrs/mnth & during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
Reach out to this advisor