Best Investors
Account
Sign in
Best Investors
Account
Sign in
858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-10-14 |
| TX | RA | APPROVED_RES | 2022-10-14 |
Branch Locations
858 Camp Street, New Orleans, LA 70130 • United States
19200 Von Karman Ave, Suite 400, Irvine, CA 92612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp | Miami | FL | 06/2020 | 07/2020 |
| John Stokes Financial | Irvine | CA | 03/2018 | 10/2022 |
| Student | Fullerton | CA | 06/2010 | 03/2018 |
| Securities America, Inc. | Irvine | CA | 07/2020 | 10/2022 |
| Securities America Advisors | Irvine | CA | 01/2021 | 10/2022 |
| Newedge Securities Inc | Pittsburgh | PA | 10/2022 | Present |
| Newedge Advisors | New Orleans | LA | 10/2022 | Present |
1.PacificView Wealth Management*Yes Invest*Irvine, CA*Associate Financial Advisor*Investment management, financial planning, wealth management*10/14/22*160 per mnth/160 trade*financial services 2. NewEdge Advisors*Yes Invest*New Orleans, LA*registered investment advisor*PacificView Wealth Management*5/10/22*Wealth Management Advisor*160 hrs during trade/160 non 3. Fixed Insurance and Fixed Annuities*Yes Invest*Irvine, CA *10/14/22*Agent*3 Hrs per mnth/3hrs trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
Reach out to this advisor