Best Investors
Account
Sign in
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
Branch Locations
3200 Douglas Blvd., Suite 305, Roseville, CA 95661 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sonoma State University | Rohnert Park | CA | 08/2019 | 08/2020 |
| Greenhaven Soccer Club | Sacramento | CA | 04/2015 | 05/2019 |
| 4 Leaf | Pleasanton | CA | 08/2020 | 08/2021 |
| Sonoma State University | Rohnert Park | CA | 08/2021 | 05/2023 |
| Job Search | Fair Oaks | CA | 05/2023 | 09/2023 |
| Protection Point Advisors | Roseville | CA | 09/2023 | 12/2025 |
| Bella Vista High School | Fair Oaks | CA | 08/2015 | 05/2019 |
| Avior Wealth Management, Llc | Gold River | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-25 |
Reach out to this advisor