Best Investors
Account
Sign in
Best Investors
Account
Sign in
6125 Paseo Del Norte, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Funds Llc | Boston | MA | 10/2013 | 01/2019 |
| John Hancock | Carlsbad | CA | 03/2015 | 01/2019 |
| Edward Jones | St.LOuis | MO | 07/2019 | 04/2023 |
| Unemployed | Carlsbad | CA | 02/2019 | 06/2019 |
| Sagepoint Financial, Inc. | Vista | CA | 04/2023 | 01/2026 |
| Osaic Wealth, Inc. | Vista | CA | 09/2023 | 01/2026 |
| Pacific Point Wealth Management, Llc | Carlsbad | CA | 01/2026 | Present |
1. LACEY RENTAL PROPERTY POSITION: Property owner NATURE: Rental property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2021 ADDRESS: 1320 Corvidae Street, Carlsbad CA 92009, United States DESCRIPTION: Property owner/landlord
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-28 |
Reach out to this advisor