Best Investors
Account
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Best Investors
Account
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6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-11 |
Branch Locations
4921 Birch Street Suite 120, Newport Beach, CA 92660 • United States
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 06/2017 |
| Unemployed | Tustin | CA | 05/2016 | 10/2016 |
| Sc Distributors Llc | Costa Mesa | CA | 06/2017 | 06/2018 |
| Morgan Stanley | Long Beach | CA | 06/2018 | 07/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Laguna Niguel | CA | 07/2021 | 03/2025 |
| Bank Of America, N.A. | Laguna Niguel | CA | 07/2021 | 03/2025 |
| Axxcess Wealth Management, Llc Dba Osprey Capital Partners Llc | Newport Beach | CA | 04/2025 | Present |
INSURANCE SALES: NOT INVESTMENT RELATED; 13300 CROSSROADS PKWY N #170, CITY OF INDUSTRY, CA, 91746, INSURANCE PRODUCTS; AGENT; START DATE 12/2018; 8 HOURS/MONTH; 8 HOURS/MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-18 |
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