Best Investors
Account
Sign in
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 | 2025-08-21 |
Branch Locations
1265 Carlsbad Village Dr #201, Carlsbad, CA 92008 • United States
1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
1265 Carlsbad Village Dr., #201, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruzam, Llc D/B/A Guide My Finances | Carlsbad | CA | 07/2025 | Present |
| Guide My Finances | Carlsbad | CA | 07/2023 | Present |
| San Diego State University | San Diego | CA | 08/2019 | 05/2023 |
| Seaside Wealth Management | Carlsbad | CA | 04/2022 | 06/2022 |
| San Diego State University | San Diego | CA | 01/2021 | 05/2022 |
| Doordash | San Mateo | CA | 12/2018 | 12/2020 |
| San Mateo High School | San Mateo | CA | 08/2015 | 05/2019 |
| Pieology | Foster City | CA | 06/2017 | 08/2017 |
| Osaic Wealth Inc | Carlsbad | CA | 08/2025 | Present |
1.Guide My Finances Investment related 1265 Carlsbad Village Dr., Suite 201, Carlsbad, CA 92008 Comprehensive flat-fee financial planning Financial Planner 07/31/2023 160 hours 100 hours Document review, data entry, financial modeling, financial planning recommendation development, financial advice, meeting prep & follow-up 2. GUIDE MY FINANCES, RUZAM, LLC. POSITION: Paraplanner NATURE: LLC taxed as S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/15/2025 ADDRESS: 1265 Carlsbad Village Dr, 201, Carlsbad CA 92008, United States DESCRIPTION: Document review, data entry, financial modeling, financial planning recommendation development, meeting prep & follow-up
Reach out to this advisor