Best Investors
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3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-30 |
Branch Locations
100 Thousand Oaks Blvd, Thousand Oaks, CA 91360 • United States
3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sun Financial Group | Woodland Hills | CA | 01/1987 | Present |
| Mutual Securities Inc | Thousand Oaks | CA | 06/2009 | Present |
| Professional Planning | Thousand Oaks | CA | 07/2000 | Present |
| One Capital Management | Westlake Village | CA | 10/2020 | Present |
1. INDEPENDENT INSURANCE AGENT, SOLE PROPRIETOR, START: 02/01/78, 100 E. THOUSAND OAKS BLVD. STE 150 THOUSAND OAKS, CA 91360, INSURANCE AGENCY/AGENT, NOT INVESTMENT RELATED, 15 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 2. PROFESSIONAL PLANNING, PARTNERSHIP, START: 01/01/00, 100 E. THOUSAND OAKS BLVD. STE 150 THOUSAND OAKS, CA 91360, RIA, PARTNER & ADVISOR, INVESTMENT RELATED, 200 HOURS PER MONTH, 4 HOURS PER DAY DURING TRADING HOURS. 3. SIMI SUNRISE ROTARY CHARITABLE FOUNDATION, START DATE: 01/2018, 1786 RESTFUL COURT, SIMI VALLEY, CA 93065, NON-PROFIT, START DATE: 01/01/18, 1786 RESTFUL COURT SIMI VALLEY, CA 93065, BOARD MEMBER, NOT INVESTMENT RELATED, 2 HOURS PER QUARTER, 0 HOURS PER DAY DURING TRADING HOURS. 4. One Capital Management, LLC., Start Date: 10/22/2020, 3075 Townsgate Rd., Ste. 350, Westlake Village, CA 91361, LLC, RIA, Executive Director, Advisor to clients, Investment Related, 160 Hours per month, 4 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-30 |
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