Best Investors
Account
Sign in
Best Investors
Account
Sign in
1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-22 |
Branch Locations
1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008 • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
1265 Carlsbad Village Dr #201, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Carlsbad | CA | 02/2023 | Present |
| Guided Medicare Solutions | Vancouver | WA | 10/2021 | 01/2023 |
| Tj Maxx | Tualatin | OR | 01/2021 | 10/2021 |
| Edustaff | Aurora | OR | 04/2021 | 06/2021 |
| Tigard-Tualatin School District | Tualatin | OR | 09/2020 | 11/2020 |
| Oregon State University | Corvallis | OR | 09/2015 | 06/2020 |
| Applebees | Corvallis | OR | 05/2016 | 06/2020 |
| Ruzam, Llc D/B/A Guide My Finances | Carlsbad | CA | 02/2023 | Present |
GUIDE MY FINANCES POSITION: Client Service Specialist NATURE: Guide My Finances is the DBA for Ruzam, LLC. Guide My Finances is a marketing name for our securities practice run through Osaic and our approved RIA (under Jaclyn Mazur). INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/13/2023 ADDRESS: 1265 Carlsbad Village Dr. #201, Carlsbad CA 92008, United States DESCRIPTION: I am an employee of Guide My Finances and dont receive any compensation from Osaic directly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
Reach out to this advisor