Best Investors
Account
Sign in
Best Investors
Account
Sign in
3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2020-09-03 |
| CA | RA | APPROVED | 2019-01-03 |
Branch Locations
3753 Howard Hughes Parkway Suite 200, Las Vegas, NV 89169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Long Beach | CA | 01/2011 | 09/2018 |
| Waddell & Reed, Inc. | Seal Beach | CA | 01/2011 | 09/2018 |
| Seal Beach Chamber Of Commerce | Seal Beach | CA | 08/2016 | 08/2017 |
| Mjc Associates | Houston | TX | 02/2018 | 09/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 09/2018 | 02/2023 |
| M Stevens Wealth Advisors | Costa Mesa | CA | 01/2019 | Present |
California Licensed Insurance Agent. 8 hours per month. Commissions + Trails. 4 hours per month during trading hours. Securities related. Policy reviews of prospects as well as current clients. Amazon distribution center, 10-20 hours per week. not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-29 |
Reach out to this advisor