Best Investors
Account
Sign in
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
445 Marine View Ave Suite 300, Del Mar, CA 92014 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2017 | 05/2018 |
| Ktm North America | Murrieta | CA | 02/2017 | 05/2017 |
| Melin Llc | Laguna Hills | CA | 05/2015 | 01/2017 |
| Epstein And White Financial Llc | San Diego | CA | 06/2018 | 04/2021 |
| Mercer Global Advisors, Inc | San Diego | CA | 04/2021 | 07/2025 |
| Savvy | Vista | CA | 07/2025 | Present |
1. Owner and landlord of a rental property in Surprise, AZ since 06/04/2004. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 2. Owner and landlord of a rental property in Vista, CA since 03/01/2010. Devotes 1.5 hours a month (0 hours during trading hours) to maintaining property. Receives rental income (compensation). The activity is not investment related. 3. Insurance Agent with ECA Marketing offering fixed life insurance and annuities products; Investment-related; Start date: 8/15/2025; Approximately 2 hours per month during trading hours; Address: 445 Marine View Ave., Suite 300, Del Mar, CA 92014.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-01 |
Reach out to this advisor