Best Investors
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Account
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100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-11-10 |
Branch Locations
100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States
4655 Cass Street Suite 304, San Diego, CA 92109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oneamerica Securities | Newport Beach | CA | 05/2026 | Present |
| American United Life | Newport Beach | CA | 11/2025 | Present |
| Mml Investors Services Llc | La Jolla | CA | 08/2023 | 11/2025 |
| Massmutual Life Insurance Co | La Jolla | CA | 07/2023 | 11/2025 |
| Unemployed | San Diego | CA | 05/2023 | 07/2023 |
| Tidemark Financial Partners | San Diego | CA | 02/2023 | 05/2023 |
| Cfg Wealth Management | San Diego | CA | 03/2022 | 07/2022 |
| Athleisure Inc. | San Diego | CA | 08/2021 | 11/2021 |
| Ernest Righetti Highschool | Santa Maria | CA | 08/2016 | 06/2019 |
| San Diego State University | San Diego | CA | 07/2022 | 02/2023 |
| San Diego State University | San Diego | CA | 11/2021 | 03/2022 |
| San Diego State University | San Diego | CA | 08/2019 | 08/2021 |
| Unemployed | San Diego | CA | 06/2019 | 08/2019 |
| Lpl Financial | San Diego | CA | 03/2023 | 05/2023 |
| Signature Resources Capital Management, Llc | San Diego | CA | 11/2025 | Present |
Non-variable insurance sales (fixed life, fixed annuities)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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