Best Investors
Account
Sign in
Best Investors
Account
Sign in
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-12-19 |
| NV | RA | APPROVED | 2022-11-21 |
| MN | RA | APPROVED | 2022-11-03 |
| CT | RA | APPROVED | 2022-11-02 |
| MI | RA | APPROVED | 2022-11-02 |
| SC | RA | APPROVED | 2022-11-02 |
| WA | RA | APPROVED | 2022-11-02 |
| CO | RA | APPROVED | 2022-11-01 |
| ID | RA | APPROVED | 2022-11-01 |
| TX | RA | APPROVED_RES | 2022-11-01 |
| VA | RA | APPROVED | 2022-11-01 |
| CA | RA | APPROVED | 2022-10-31 |
| KS | RA | APPROVED | 2022-10-31 |
| MT | RA | APPROVED | 2022-10-31 |
Branch Locations
280 E. Hamilton Ave Ste G, Campbell, CA 95008 • United States
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Securities, Inc. | San Jose | CA | 11/1996 | 07/2018 |
| Cantella & Co., Inc. | Boston | MA | 07/2018 | 10/2022 |
| Kingswood Capital Partners, Llc | San Jose | CA | 10/2022 | Present |
| Kingswood Wealth Advisors, Llc | San Jose | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1980-10-29 |
Reach out to this advisor