Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
Branch Locations
27819 Smyth Drive 2Nd Floor, Valencia, CA 91355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guirguis & Gibbs Inc. | Valencia | CA | 01/2018 | 07/2022 |
| Carlsen Financial Inc | Sherman Oaks | CA | 10/2016 | 02/2017 |
| Carlsen Financial Llp | Sherman Oaks | CA | 03/2017 | 11/2017 |
| The David Lewis Company | Woodland Hills | CA | 08/2015 | 09/2016 |
| Avantax Investment Services, Inc. | Valencia | CA | 09/2020 | 07/2022 |
| Repriva Professional Exams Llc | Ozone Park | NY | 01/2019 | 12/2019 |
| Carlsen & Garelick Llp | Sherman Oaks | CA | 08/2017 | 12/2017 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 07/2022 | Present |
| Guirguis & Gibbs | Valencia | CA | 07/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | Present |
1) NAME OF OTHER BUSINESS: GUIRGUIS & GIBBS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA AS GUIRGUIS & GIBBS INC. FOR ALL BOOKKEEPING, TAX, & INVESTMENT CLIENTS. VICE PRESIDENT - BUSINESS ENTITY SETUP, BOOKKEEPING, TAX RESOLUTION/RESEARCH, TAX PLANNING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-09 |
Reach out to this advisor