Best Investors
Account
Sign in
Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-03 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Circle Brewing | Fresno | CA | 09/2025 | 12/2025 |
| 101Voice | Santa Clara | CA | 01/2025 | 07/2025 |
| Hoodwink Consulting Llc | Fresno | CA | 10/2025 | 02/2026 |
| Mcmillan It Engineering | Fresno | CA | 10/2023 | 08/2024 |
| Cipherex | San Ramon | CA | 02/2023 | 10/2023 |
| Pridestaff | Fresno | CA | 02/2023 | 08/2023 |
| Redcort Software | Clovis | CA | 01/2022 | 02/2023 |
| Bct Consulting / Xobee Networks | Fresno | CA | 07/2008 | 12/2021 |
| Houston Agricultural | Fresno | CA | 12/2021 | 12/2025 |
| Principal Life Insurance Company | Fresno | CA | 03/2026 | Present |
| Principal Securities, Inc. | Fresno | CA | 03/2026 | Present |
**INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/03/2026 ADDRESS: 1010 W. Alluvial Ave., Ste 111, Fresno CA 93711, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits. **RENTAL PROPERTY 50% PERSONAL POSITION: Rental Property 50% Personal NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1877 E. Fallbrook Ave, Fresno CA 93720, United States DESCRIPTION: 50% direct personal ownership of a single-family home rental, professionally managed by a third-party management company. **TIBURON TITLE TRUST SDIRA POSITION: Tiburon Title Trust SDIRA NATURE: Trustee/POA/Executor/Beneficiary INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1877 E. Fallbrook Ave, Fresno CA 93720, United States DESCRIPTION: 50% ownership of a single-family home rental by Tiburon Title Trust where I am beneficiary. Property is professionally managed by a third-party management company. Account accumulates 50% of rents and pays 50% of expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
Reach out to this advisor