Best Investors
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Account
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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-13 |
Branch Locations
5330 Carroll Canyon Road, Suite 100, San Diego, CA 92121 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 01/2023 | Present |
| Copper Crest Capital | San Diego | CA | 01/2023 | Present |
| Allianz Global Investors | San Diego | CA | 01/2007 | 04/2021 |
| Unemployed/Retired | San Diego | CA | 04/2021 | 01/2023 |
| Copper Crest Cpas Llp | San Diego | CA | 12/2022 | Present |
1. Copper Crest Capital, 01/2023, DBA, 5330 Carroll Canyon Road, Suite 100, San Diego, CA 92121, Financial Advisor, 160 hours/month in line with advisory services during trading hours. 2. Copper Crest CPAs LLP. 5330 Carrol Canyon Road Suite 100, San Diego, CA 92121, not investment related, 12/2022, Accountant, 80 hours/month during trading hours, bookkeeping, consulting, planning,
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