Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-03-31 |
| CA | RA | APPROVED | 2023-02-01 |
Branch Locations
701 Palomar Airport Road Suite 300, Carlsbad, CA 92011 • United States
12555 High Bluff Drive Suite 210, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crisp Painting | Lake Havasu City | AZ | 05/2018 | 05/2021 |
| Car Toyz Car Wash | Lake Havasu City | AZ | 09/2016 | 05/2017 |
| Laurel Wealth Advisors, Inc. | Solana Beach | CA | 06/2021 | Present |
| Laurel Wealth Advisors, Inc. | Solana Beach | CA | 06/2022 | Present |
| Arizona State University | Tempe | AZ | 05/2017 | 05/2018 |
| Integrated Wealth Concepts, Llc | Waltham | MA | 02/2023 | Present |
1. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-03 |
Reach out to this advisor