Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| CA | RA | APPROVED | 2018-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Tulare | CA | 03/2018 | Present |
| Principal Securities Inc | Tulare | CA | 03/2018 | Present |
| New Orleans Saints | New Orleans | LA | 01/2017 | 03/2018 |
| Miami Dolphins | Davie | FL | 11/2016 | 12/2016 |
| Jacsksonville Jaquars | Jacksonville | FL | 10/2016 | 11/2016 |
| Atlanta Falcons | Flowery Branch | GA | 09/2015 | 09/2016 |
| True Legacy Financial | Tulare | CA | 06/2019 | Present |
**Outside Insurance; Investment Related; Fresno, CA; Agent; Fixed LI, DI, Annuity, LTC,; Start Date: 12/03/2018; 3 hrs per month; 3 during trading hours. **Fixed Insurance; Investment Related; Fresno, CA; Agent; Group: Medical, dental, vision; Start Date: 12/01/2018; 2 hrs per month; 2 during trading hours. **Rental Property; Not Investment Related; ; Owner; Own multiple properties; Start Date: 02/01/2019; 8 hrs per month; 2 during trading hours. **Athletic Performance; Not Investment Related; Clovis, CA; Football Training; Training high school & college athletes.; Start Date: 02/01/2019; 8 hrs per month; 0 during trading hours. **Captain Real Estate Holdings, LLC; Not Investment Related; Tulare, CA; Co-owner; LLC established to own/hold residential/commerial real estate.; Start Date: 12/01/2020; 5 hrs per month; 2 during trading hours. **SAINT ALOYSIUS CATHOLIC SCHOOL POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2024 ADDRESS: 627 N Beatrice Dr, Tulare CA 93274, United States DESCRIPTION: A board member with voting rights on how the school funds are to be spent to improve the school experience from building repairs, expansion of the school, and working with other committees on the allocations of resources. I will have no check writing capabilities, investment discussions, or direct access to handling funds of school accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
Reach out to this advisor