Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-12-26 |
Branch Locations
306 Sixth Avenue Suite B, San Mateo, CA 94401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc. | San Mateo | CA | 05/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | San Mateo | CA | 11/2018 | Present |
1) ADVANCED ESTATE & INSURANCE SERVICES, INVESTMENT RELATED, 306 SIXTH AVE #B, SAN MATEO, CA, FIXED INSURANCE SALES/BROKER, OWNER/PRINCIPAL..... 2) Insurance Broker: Life, Annuities, LTC, DI, various carriers, R and R Insurance Services/Lion Street, 306 6th Ave Suite B San Mateo, CA 94401, start 5/2017, approx 40 hrs mo, 3-4 trading hrs......... 3) AEIS INC POSITION: President NATURE: S CORP INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2017 ADDRESS: 306 Sixth Avenue #B, San Mateo CA 94401, United States DESCRIPTION: sell life and health insurance and employee benefits. 4) RONALD & ELAINA BLAND(RENTAL PROPERTIES) POSITION: owner NATURE: Own Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 11/01/1994 ADDRESS: 125 West Bellevue AVe, San Mate CA 94402, United States DESCRIPTION: Manage real estate 5) ALLIED BROKERS INC. POSITION: 50% owner -Principal NATURE: S corpProperty and Casualty Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2021 ADDRESS: 630 Cowper, Palo Alto CA 94301, United States DESCRIPTION: Help Run Property Casualty Agency Marketing,procedures for Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-07 |
Reach out to this advisor