Best Investors
Account
Sign in
Best Investors
Account
Sign in
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-25 |
| CA | RA | APPROVED | 2025-01-21 |
Branch Locations
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Los Angeles | CA | 09/2000 | 09/2022 |
| Sanctuary Securities, Inc. | Los Angeles | CA | 09/2022 | 04/2025 |
| Sanctuary Advisors, Llc | Los Angeles | CA | 09/2022 | 04/2025 |
| Evolve Private Wealth, Llc | Los Angeles | CA | 01/2025 | Present |
1) Evolve Wealth Insurance LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) 556 Investments, LLC; Investment-related; Same address; Managing member; Managing member of holding company with ownership interest in Evolve Private Wealth, LLC; Start date: 07/2022; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-31 |
Reach out to this advisor