Best Investors
Account
Sign in
Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
333 South Hope Street, 55Th Floor, Los Angeles, CA 90071-1447 • United States
400 S. Hope Street 20Th Floor, Los Angeles, CA 90071 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Funds | Carmel | IN | 08/2016 | 04/2020 |
| Crooked Stick Golf Club | Carmel | IN | 04/2005 | Present |
| American Funds | Carmel | IN | 04/2020 | 01/2021 |
| American Funds | Carmel | IN | 01/2021 | 01/2023 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 01/2023 | 12/2025 |
| Capital Group / Capital Client Group, Inc. | Los Angeles | CA | 12/2025 | Present |
Name of the other business: Crooked Stick Golf Course / Is the business investment related? No / The address of the other business: Carmel, IN 46032 / The nature of the other business: Golf Services / Position or title: Caddie / Bag Room Attendant / Start Date: 04-2005 / The number of hours a month: 8 / The number of hours during securities trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-03 |
Reach out to this advisor