Best Investors
Account
Sign in
Best Investors
Account
Sign in
Carlsbad, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-28 |
| VA | RA | APPROVED | 2023-06-28 |
| CA | RA | APPROVED | 2023-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Diego | CA | 08/2007 | 03/2020 |
| Usaa Financial Planning Services | San Diego | CA | 11/2007 | 03/2020 |
| Tipped Out | Peoria | AZ | 08/2010 | 05/2017 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 03/2020 |
| Northwest Asset Management | Mercer Island | WA | 03/2020 | 09/2023 |
| Shared Vision Wealth Group | Carlsbad | CA | 06/2023 | Present |
1. Rental Property; not investment-related; Glendale, AZ; Owner; short term rental property; Start date: 8/1/23; Owner; 5 hours per month, none during securities trading hours; 2. Blue Shores Property Management, LLC; No; Carlsbad, CA; This business was created to hold real estate within our family. The LLC owns a condo; Member; 06.01.2026; 0; 0; Bryan has no active duties in the LLC. He is an investor in the property;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-17 |
Reach out to this advisor