Best Investors
Account
Sign in
Best Investors
Account
Sign in
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED_RES | 2020-12-11 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
1500 S Central Ave Unit D, Los Angeles, CA 90021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Resources Capital Management Llc | Irvine | CA | 05/2017 | Present |
| Rtb Financial Group | Beverly Hills | CA | 01/2017 | Present |
| Vertical Networks | Venice | CA | 04/2016 | 10/2016 |
| Unemployed | Beverly Hills | CA | 11/2016 | 01/2017 |
| Consulting | Beverly Hills | CA | 09/2021 | Present |
1) OBA Name: RTB Financial Group & Insurance Services, 9465 Wilshire Boulevard, Suite 300, Beverly Hills, CA 90210, Investment Related: Yes, Position: Agent, Description of duties: Insurance sales and service, Start Date: Feb-17, Hours/Month during business hours: 100, Hours/Month outside of business hours: 20 2) OBA Name: Strategic Divorce Planning, 180 Wells Avenue, Suite 300, Newton, MA 02459, Investment Related: No, Position: Certified Divorce Financial Analyst, Description of duties: Divorce planning and analysis, Start Date: Mar-20, Hours/Month during business hours: 3, Hours/Month outside of business hours: 3 3) OBA Name: Consulting, 218 S Le Doux Road, Beverly Hills, CA 90211, Investment Related: No, Position: Consultant, Description of duties: Business consulting, Start Date: Sep-21, Hours/Month during business hours: 30, Hours/Month outside of business hours: 8
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-02 |
Reach out to this advisor