Best Investors
Account
Sign in
4 Orinda Way Suite 100-B, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-06-16 |
| AZ | RA | APPROVED | 2010-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mastock & Associates | Phoenix | AZ | 09/2003 | Present |
| Global Retirement Partners | San Rafael | CA | 09/2014 | 09/2020 |
| Wespac Advisors | Orinda | CA | 01/2005 | Present |
(1) 09/12/2014 - MATLOCK & ASSOCIATES - NON-VARIABLE INSURANCE -HEALTH, DISABILITY - TIME SPENT 40% - PHOENIX, AZ (2) 01/27/2015 - GLOBAL RETIREMENT PARTNERS -REGISTERED INVESTMENT ADVISOR HYBRID - PHOENIX, AZ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-19 |
Reach out to this advisor