Best Investors
Account
Sign in
Best Investors
Account
Sign in
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-04-07 |
| TX | RA | APPROVED_RES | 2018-12-06 |
| CA | RA | APPROVED | 2018-12-04 |
Branch Locations
6165 Greenwich Drive Suite 340, San Diego, CA 92122 • United States
La Haina, HI • United States
11101 Switzer Road Suite 200, Overland Park, KS 66210 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Diego | CA | 11/2010 | 12/2018 |
| Independent Financial Partners | San Diego | CA | 10/2010 | 12/2018 |
| Onedigital Investment Advisors Llc | Overland Park | KS | 12/2018 | Present |
| Triad Advisors | Norcross | GA | 01/2019 | 08/2024 |
| Osaic Wealth, Inc. | San Diego | CA | 08/2024 | 04/2026 |
1) Real Estate Rental; not investment related; 50 Nohea Kai Dr, Unit 226, Lahaina, HI 96761; rental; 3/4 owner of rental condo; 1 hr/month; 0 hrs during trading; rental property 2) Trustee; investment related; San Diego, CA 92109; trustee; <1 hr/month devoted; 0 hours during trading; acting as trustee for 3 trust accounts that were initiated at the death of my previous wife 3) OneDigital; investment related; 6165 Greenwich Drive, Suite 340, San Diego, CA 92122; RIA; Adviser; senior vice president; 2/1/2020; 140 hrs/month; 6.5 hrs during trading; offer health, benefit and insurance products to public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-27 |
Reach out to this advisor