Best Investors
Account
Sign in
Best Investors
Account
Sign in
463 Pennsfield Place Suite 201, Thousand Oaks, CA 91360 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-06-29 |
Branch Locations
463 Pennsfield Place Suite 201, Thousand Oaks, CA 91360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aaa | Costa Mesa | CA | 08/2013 | 12/2016 |
| Institutional Bond Network, Llc | Thousand Oaks | CA | 12/2016 | Present |
| Ibn Asset Management, Llc | Thousand Oaks | CA | 08/2019 | Present |
1) Institutional Bond Network, LLC; Investment-Related; Thousand Oaks, CA; Broker Dealer; Registered Representative; 12/13/2016; 80 hrs/mo; 80 hrs/mo during securities trading hours; Duties are sales 2) IBN Asset Management, LLC; Investment-Related; Thousand Oaks, CA; Investment Advisor; Sales; 08/15/2019; 80 hrs/mo; 80 hrs/mo during securities trading hours; Duties are selling investment management services to municipal entities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
Reach out to this advisor