Best Investors
Account
Sign in
Best Investors
Account
Sign in
212 9Th Street Suite 202, Oakland, CA 94607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-04-27 |
Branch Locations
212 9Th Street Suite 202, Oakland, CA 94607 • United States
200 S. Executive Drive Suite 101, Brookfield, WI 53005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regal Investment Advisors | Kentwood | MI | 06/2014 | 09/2016 |
| Regulus Advisors | Kentwood | MI | 06/2014 | 09/2016 |
| Infinity Financial Services | Brookfield | WI | 09/2016 | Present |
| Infinity Financial Services Advisory | Brookfield | WI | 04/2020 | Present |
1. Insurance, Investment related, 200 S. Executive Dr. Suite 101 Brookfield, WI 53005, Independent Life Insurance Agent, 06/2014, 2 hours per month, 1 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-28 |
Reach out to this advisor