Best Investors
Account
Sign in
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-18 |
Branch Locations
6320 Canoga Ave #920, Woodland Hills, CA 91367 • United States
3131 Camino Del Rio N Suite 1550, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson Companies | Pasadena | CA | 01/2023 | 09/2023 |
| Goldman Sachs | Los Angeles | CA | 06/2022 | 08/2022 |
| First Foundation Bank | Los Angeles | CA | 03/2017 | 06/2018 |
| One West Bank | Santa Monica | CA | 04/2013 | 02/2017 |
| Financial Planning For Generations, Inc | Encino | CA | 09/2023 | 02/2026 |
| Magnus Care, Llc | Santa Clarita | CA | 05/2017 | 12/2022 |
| Pure Financial Advisors | San Diego | CA | 03/2026 | Present |
TableLink Co; not investment-related; Restaurant Tech; Partner; Since 1/1/25; 0 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
Reach out to this advisor