Best Investors
Account
Sign in
Best Investors
Account
Sign in
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
4695 Chabot Drive Suite 200, Pleasanton, CA 94588 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplicity Wealth | Summit | NJ | 04/2023 | Present |
| Beyond Academy | Dublin | CA | 06/2015 | Present |
Insurance agent EPG member for Simplicity Life and Annuity, receiving commissions. Global Greenlife Inc .;CEO; Investment related: No; 3687 Rimini Lane Dublin CA 94568 USA; College admission counselling, college planning and financial aid application services, IUL and annuity services.; 2011-10-18; Hours per month devoted to business during trading hours: 80; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 90; City Council Member; City Of Dublin ; investment related: No; 100 Civic Plaza Dublin CA 94568 USA; Duties: review and approve city related plans and actions; 2021-01-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 40; Percentage of total yearly compensation expected to be derived from the business: 10;
Reach out to this advisor