Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-21 |
| CA | RA | APPROVED | 2012-01-19 |
Branch Locations
Rancho Santa Fe, CA • United States
16399 West Bernardo Drive, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Addison Avenue Financial Partners, Llc | Rocklin | CA | 01/2010 | Present |
| Raymond James Financial Services | San Diego | CA | 01/2012 | Present |
| Raymond James Financial Services Advisors Inc. | San Diego | CA | 01/2012 | Present |
| Insurance-Non Variable | San Diego | CA | 06/2012 | Present |
| First Tech Fed Credit Union | San Diego | CA | 05/2014 | Present |
| N/A - Rental Real Estate | Encinitas | CA | 01/2018 | 11/2019 |
| Independent Contractor For Finra | Rancho Santa Fe | CA | 10/2012 | 06/2023 |
| First Investments & Planning | Greeley | CO | 08/2019 | Present |
(1)Name of Business: Address: 3057 County Fair Lane Unit 5, Fort Collins, CO, 80528, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 08/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of rental property. We work with professional management to take care of day to day needs such as collecting rents and addressing lease renewals. (2)Name of Business: Rental Real Estate owned under individual name Address: 3057 County Fair Lane #5, Ft Collins co, CO, 80528, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/17/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rents. Pay utilities. Manage the property by creating leases and finding new tenants based on need.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
Reach out to this advisor