Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-11 |
Branch Locations
1060 University Ave, Suite A101, San Diego, CA 92103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego | CA | 08/2022 | 10/2024 |
| Bank Of America, N.A. | San Diego | CA | 08/2022 | 10/2024 |
| The Home Depot Inc | San Diego | CA | 08/2017 | 09/2018 |
| Dynamic Worldwide Trading Inc/Reorganize As Iron Mountain | San Diego | CA | 11/2017 | 09/2022 |
| Student | Chula Vista | CA | 06/2012 | 08/2017 |
| Edward Jones | St. Louis | MO | 11/2024 | 10/2025 |
| Navy Federal Financial Group, Llc | San Diego | CA | 11/2025 | Present |
| Navy Federal Investment Services, Llc | San Diego | CA | 11/2025 | Present |
| California Coast Credit Union | San Diego | CA | 06/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-06 |
Reach out to this advisor