Best Investors
Account
Sign in
120 Birmingham Drive Suite 240F, Cardiff By The Sea, CA 92007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-02-01 |
Branch Locations
120 Birmingham Drive Suite 240F, Cardiff By The Sea, CA 92007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seawise Financial, Inc. | Cardiff | CA | 12/2021 | Present |
| Ed Theory | Pleasanton | CA | 08/2021 | 09/2021 |
| Desert Regional Medical Center | Palm Springs | CA | 10/2018 | 04/2021 |
| Jagged Rock Rehab Travelers | Yuma | AZ | 01/2018 | 11/2019 |
| Yuma Rehabilitation Hospital | Yuma | AZ | 09/2015 | 07/2018 |
| Unemployed | Oceanside | CA | 05/2021 | 07/2021 |
| Tricity Medical Center | Oceanside | CA | 03/2023 | Present |
| Satori Wealth Management | San Diego | CA | 07/2023 | 09/2024 |
Tricity Medical Center; non-investment related; 4002 Vista Way, Oceanside, CA 92056; Occupational Therapist; start date: 03/2023; 16hr/month, 16 of which during trading hours; Evauate and treat patients admitted for a variety of dx for motor and cognitive deficits as it relates to ADL/IADL perfformace to determine best post-acute care discharge dispostion. (2) Satori Wealth Management; investment related; 4660 La Jolla Village Dr ste 100, San Diego, CA 92122; Client Service Associate; start date: 07/2023; 20hr/week; 20hrs/week during securities trading hours; Client service and financial planning tasks
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
Reach out to this advisor