Best Investors
Account
Sign in
Best Investors
Account
Sign in
3021 Citrus Circle Suite 200, Walnut Creek, CA 94598 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-05-06 |
Branch Locations
3021 Citrus Circle Suite 200, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth And Tax Planners | Walnut Creek | CA | 03/2003 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 07/2014 | 12/2021 |
| Private Client Services | Walnut Creek | CA | 01/2022 | 12/2025 |
1) WEALTH & TAX PLANNERS. 1777 BOTELHO DR, #103, WALNUT CREEK, CA 94596. RIA. 2) MARK GREENBERG INSURANCE AGENT. 3021 CITRUS CIRCLE, STE 200, WALNUT CREEK, CA 94598. SELL LIFE AND LONG TERM CARE INSURANCE. OWNER, ALL DUTIES-SALES, CLIENT CONTACT, FIND INSURANCE COMPANIES, ETC. 5 HRS/MO; 5 DURING TRADING HRS. 3) RENTAL PROPERTIES. 9615 LITTLETON GRIST, SAN ANTONIO, TX 78254, AND 1942 WOD THRUSH, NEW BRANUSFELS, TX 78130. THROUGH MY LIVING TRUST I OWN 2 SFH RENTAL PROPERTIES IN TEXAS. OWNER AND MANAGER. 10 HRS/MO; 0 DURING TRADING HRS. 4) RENTAL PROPERTIES. 9050 DOUBLE R BLVD, UNITS #921 AND #1124, RENO, NV 89521. THROUGH MY LIVING TRUST I OWN 2 RENTAL CONDOS IN RENO. OWNER AND MANGER. 10 HRS/MO; 0 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-05 |
Reach out to this advisor