Best Investors
Account
Sign in
Best Investors
Account
Sign in
20640 3Rd Steet Suite 300, Saratoga, CA 95070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
20640 3Rd Steet Suite 300, Saratoga, CA 95070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 07/2006 | Present |
| Sowell Financial Services, Llc | North Little Rock | CA | 09/2016 | 01/2017 |
| Institute For Wealth Advisors, Inc. | Dallas | TX | 02/2017 | Present |
| Omni Global Group Ltd. | San Jose | CA | 01/2011 | Present |
| Aria Wealth Management | San Jose | CA | 09/2017 | Present |
CONCERT Wealth Management, Investment Advisor Representative, since 2007 Omni Global Group, CFO, shareholder Myriad Financial, Inc., equipment financing, part owner. Does business as Aria Wealth to market the services she offers. Board member of Grail Family Services, a non profit organization that oversees services for children. Mrs. Luna spends approximately 16 hours a month during non business hours to this endeavor California licensed notary public officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-02 |
Reach out to this advisor