Best Investors
Account
Sign in
Best Investors
Account
Sign in
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-07 |
Branch Locations
2401 E. Katella Avenue Suite 270, Anaheim, CA 92806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc | Fort Worth | TX | 09/2023 | 04/2024 |
| Lincoln Financial Advisors | La Jolla | CA | 05/2022 | 09/2023 |
| Undergraduate | San Diego | CA | 08/2018 | 05/2022 |
| Unemployed | Huron | OH | 11/2017 | 07/2018 |
| U.S. Forest Service | Avery | ID | 05/2017 | 10/2017 |
| Undergrad | San Diego | CA | 01/2017 | 05/2017 |
| Unemployed | Huron | OH | 11/2016 | 12/2016 |
| U.S. Forest Service | Avery | ID | 05/2016 | 10/2016 |
| First Command Brokerage Services, Inc | Fort Worth | TX | 04/2024 | 02/2025 |
| First Command Advisory Services , Inc | Fort Worth | TX | 04/2024 | 02/2025 |
| First Command Insurance Services , Inc. | Fort Worth | TX | 04/2024 | 02/2025 |
| Mosley Wealth Management | Anaheim | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-26 |
Reach out to this advisor