Best Investors
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Best Investors
Account
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8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-21 |
Branch Locations
8667 Haven Ave Suite 200, Rancho Cucamonga, CA 91730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rancho Cucamonga | CA | 03/2025 | 05/2026 |
| Wells Fargo Bank, Na | Rancho Cucamonga | CA | 08/2018 | 05/2026 |
| Us Bank | Chino Hills | CA | 07/2015 | 07/2018 |
| Legacy Investment Services, Llc | Rancho Cucamonga | CA | 08/2026 | Present |
| Legacy Financial And Insurance Services Llc | Rancho Cucamonga | CA | 05/2026 | Present |
LEGACY FINANCIAL AND INSURANCE SERVICES, LLC; INV REL; RANCHO CUCAMONGA, CA; INS SALES AND SERVICES; INS AGENT; 05/2026; 160 HRS/MO; 100 HRS/MO DUR SEC TRD; INS SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-27 |
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