Best Investors
Account
Sign in
Best Investors
Account
Sign in
520 Newport Center Drive Suite 740, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-16 |
Branch Locations
520 Newport Center Drive Suite 740, Newport Beach, CA 92660 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
| Rba Wealth Management Llc | Newport Beach | CA | 06/2025 | Present |
| Northern Trust | Newport Beach | CA | 12/2014 | 06/2025 |
1) RBA Wealth Management LLC. Investment Related; At Registered Location; RIA; Financial Advisor; Start Date: 06/2025; 160 hrs/mo; all during trading hours; Provide advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-08 |
Reach out to this advisor