Best Investors
Account
Sign in
2601 Main Street Suite 100, Irvine, CA 92614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
Branch Locations
2601 Main Street Suite 100, Irvine, CA 92614 • United States
12520 High Bluff Dr #140, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Financial Services | San Diego | CA | 05/2026 | Present |
| Sushi Factory | San Diego | CA | 08/2023 | 04/2026 |
| San Diego State University | San Diego | CA | 08/2023 | 12/2025 |
| Unemployed | Oceanside | CA | 06/2023 | 07/2023 |
| The Baked Bear | Encinitas | CA | 08/2022 | 06/2023 |
| Miracosta College | Oceanside | CA | 08/2020 | 05/2023 |
| Itan (Eversun) | Encinitas | CA | 01/2021 | 05/2022 |
| Panera Bread | Solana Beach | CA | 06/2018 | 12/2020 |
| La Costa Canyon High School | Carlsbad | CA | 08/2018 | 08/2020 |
| Sunset High School | Encinitas | CA | 08/2016 | 05/2018 |
| Unemployed | Encinitas | CA | 05/2018 | 08/2018 |
| Manasquan High School | Manasquan | NJ | 05/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
Reach out to this advisor