Best Investors
Account
Sign in
Best Investors
Account
Sign in
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
231 East Alessandro Boulevard, Riverside, CA 92508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Irvine | CA | 08/2018 | 05/2019 |
| Walmart | Riverside | CA | 07/2018 | 08/2018 |
| California State University San Bernardino | San Bernardino | CA | 09/2017 | 08/2018 |
| Lincoln Financial Group | Irvine | CA | 06/2017 | 09/2017 |
| California State University San Bernardino | San Bernardino | CA | 09/2013 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 09/2019 | 04/2024 |
| Axa Advisors | Irvine | CA | 07/2019 | 09/2019 |
| Unemployed | Irvine | CA | 05/2019 | 07/2019 |
| Virtue Capital Management, Llc | Riverside | CA | 04/2026 | Present |
| Independent Insurance Agent | La Mirada | CA | 04/2024 | Present |
| Lifemark Securities Corp. | Rochester | NY | 04/2026 | Present |
| The Financial Architects | Chino Hills | CA | 12/2024 | Present |
1) INDEPENDENT INSURANCE AGENT / INVESTMENT RELATED / 14241 E. FIRESTONE BLVD, SUITE 100, LA MIRADA, CA 90638 / START 04/2024 / 100 HOURS/MONTH / 60 HOURS/MONTH DURING TRADING / INDEPENDENT INSURANCE AGENT / SALES AND SERVICE OF TERM, WHOLE AND UNIVERSAL LIFE INSURANCE PRODUCTS 2) THE FINANCIAL ARCHITECTS / NOT INVESTMENT RELATED / 13890 PEYTON DRIVE, SUITE A, CHINO HILLS, CA 91709 / MANAGING GENERAL AGENT / START 12/2024 / 80 HOURS/MONTH / 60 HOURS/MONTH DURING TRADING HOURS / PROVIDE TRAINING AND TECHNICAL SUPPORT TO INSURANCE AGENTS. 3) LIFEMARK SECURITIES CORP / INVESTMENT RELATED / 400 WEST METRO PARK, ROCHESTER, NY 14623/ REGISTERED REPRESENTATIVE / START 04/2024 / 40 HOURS/MONTH / 40 HOURS/MONTH DURING TRADING HOURS / MEET WITH CLIENTS TO PREPARE AND IMPLEMENT INVESTMENT PROPOSALS. 4) VIRTUE CAPITAL MANAGEMENT, LLC / INVESTMENT RELATED / 6 CADILLAC DRIVE, SUITE 310, BRENTWOOD, TN 37027 / INVESTMENT ADVISER REPRESENTATIVE / START 04/2024 / 40 HOURS/MONTH / 40 HOURS/MONTH DURING TRADING HOURS / MEETING WITH CLIENTS TO PREPARE AND IMPLEMENT INVESTMENT PROPOSALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
Reach out to this advisor