Best Investors
Account
Sign in
Best Investors
Account
Sign in
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2019-05-01 |
| CA | RA | APPROVED | 2019-04-15 |
Branch Locations
777 Mariners Island Blvd Suite 250, San Mateo, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abd Insurance And Financial Services, Inc. | San Mateo | CA | 12/2017 | Present |
| Sentry Insurance | Seeven's Pt | WI | 05/2012 | 10/2016 |
| Rogers Development | Denver | CO | 10/2016 | 12/2017 |
| Attask | Orem | UT | 05/2009 | 10/2016 |
| Newfront Retirement Services, Inc,. | San Francisco | CA | 03/2019 | Present |
| Abd Retirement Services, Inc. | San Francisco | CA | 02/2018 | 08/2021 |
1. Owner of Roger Development Group, no hours devoted during trading hours. business is not investment related. I oversee my short term real estate rental and marketing of property, Five hours per month, starting in February of 2017. 2. ABD Insurance and Financial Services, Inc. since 07/2012. Insurance Agent. 777 Mariners Island Blvd, Suite 250 San Mateo, CA. Insurance Services. Duties: Sales/Service/Consulting. Less than one hour per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-07 |
Reach out to this advisor