Best Investors
Account
Sign in
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-08-03 |
| CA | RA | APPROVED | 2023-07-12 |
Branch Locations
1880 Century Park East Suite 1017, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| Key Investment Team | Encino | CA | 01/2007 | 06/2023 |
| Key Asset Advisors | Henderson | NV | 04/2008 | 06/2023 |
| Steel Peak Wealth Management, Llc | Woodland Hills | CA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-01 |
Reach out to this advisor