Best Investors
Account
Sign in
Best Investors
Account
Sign in
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-13 |
| CA | RA | APPROVED | 2022-02-01 |
Branch Locations
2900 Bristol Street Building B, Suite 106, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Costa Mesa | CA | 03/2017 | 02/2022 |
| Unemployed | Orange | CA | 08/2016 | 03/2017 |
| Securities America Advisors | Costa Mesa | CA | 11/2017 | 02/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | Present |
1) INSURANCE ADVICE/GUIDANCE /2900 Bristol St. B106, Costa Mesa CA 92626 / 10/10/2017 / INV REL / INSURANCE REFERRALS / 5 HR/MO - 5 HR/MO TRADING 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) CROWN WEALTH MANAGEMENT, INC. / 2900 Bristol St. B106, Costa Mesa CA 92626 / 02/2022 / DBA / INV REL / 160 HR/MO - 120 HR/MO TRADING 4) MY SECURE ADVANTAGE, 3001 Lava Ridge Court, Suite 250, Roseville CA 95661, United States, START DATE 11/2025, Presenter of financial concepts and education to the public, Author/Educator/Podcast/Speaker, NIR, 4 HR/MO, 4 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-07 |
Reach out to this advisor