Best Investors
Account
Sign in
Best Investors
Account
Sign in
9516 Clay Station Road, Wilton, CA 95693 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED | 2024-03-12 |
| CA | RA | APPROVED | 2018-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Sacramento | CA | 08/2009 | 01/2017 |
| United Planners Financial Services | Scottsdale | AZ | 07/2017 | 08/2019 |
| United Planners Financial Services | Scottsdale | AZ | 10/2016 | 07/2017 |
| Stites Financial Consulting | Wilton | CA | 05/2018 | Present |
| Stites Tax | Wilton | CA | 01/2025 | Present |
1) Independent Insurance Agent; Insurance-related; Insurance sales of Life, Health, Disability and Long Term Care; Wilton, CA; Since 02/01/2019; 2) Stites Tax; Not investment-related; Wilton, CA; Tax Preparation and Tax Planning; Owner; January 1st, 2025; 5 hours/month; 0 hours during securities trading hours; Prepare and file tax returns & provide tax planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
Reach out to this advisor