Best Investors
Account
Sign in
11835 W Olympic Blvd Ste 1155 E., Los Angeles, CA 90064 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities Inc | San Diego | CA | 06/2018 | 04/2020 |
| Chautauqua Reel Outdoors Guide And Tackle | Lakewood | NY | 05/2017 | 08/2018 |
| Unemployed | Lakewood | NY | 09/2015 | 04/2017 |
| First Allied Securities, Inc | San Diego | CA | 04/2020 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 01/2020 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | Present |
| Cetera Advisors Llc | Jamestown | NY | 09/2022 | 10/2023 |
| Osaic Wealth | Jamestown | NY | 09/2023 | Present |
| The Ameriflex Group | Las Vegas | NV | 10/2023 | Present |
1. SUMMIT WEALTH MANAGEMENT, INC. POSITION: Employee/Financial Advisor NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2018 ADDRESS: 1285 N Main Street, Jamestown NY 14701, United States DESCRIPTION: DBA for wealth management and financial planning services 2. JAMESTOWN COMMUNITY COLLEGE FOUNDATION POSITION: Board of Directors NATURE: 501(c)(3) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2024 ADDRESS: 525 Falconer Street, Jamestown NY 14701, United States DESCRIPTION: Board of Directors for the Jamestown Community College Foundation. 3. NWF ADVISORY SERVICES, INC. POSITION: Investment Advisor Representative NATURE: Corporation ^ Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2025 ADDRESS: 1285 N Main Street, Jamestown NY 14701, United States DESCRIPTION: I provide advisory services such as wrap fee accounts and financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-27 |
Reach out to this advisor