Best Investors
Account
Sign in
Best Investors
Account
Sign in
15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-24 |
Branch Locations
15 W 38Th St. #704, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 12/2015 | 07/2021 |
| North Island Credit Union | Imperial Beach | CA | 12/2015 | 07/2021 |
| Ameriprise Financial Services, Llc | Imperial Beach | CA | 08/2021 | 01/2023 |
| Morgan Stanley | Carlsbad | CA | 01/2023 | 05/2023 |
| Unemployed | Carlsbad | CA | 06/2023 | 07/2023 |
| Equitable Advisors, Llc | New York | NY | 07/2023 | Present |
| Stirlingshire Investments | San Francisco | NY | 02/2025 | Present |
1. Kevin Meyer; Sole proprietor; Insurance sales, Carlsbad CA, Sales Commissions. Investment related Y, Description: occasional sales of annuities from Nationwide Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-18 |
Reach out to this advisor