Best Investors
Account
Sign in
485 E. High Street, Moorpark, CA 93021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-05 |
Branch Locations
32123 Lindero Canyon Road, Westlake Village, CA 91361 • United States
485 E. High Street, Moorpark, CA 93021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelsey Financial | Moorpark | CA | 01/2024 | Present |
| Ventura County Sheriff's Department | Ventura | CA | 06/2006 | 11/2023 |
| Westlake Sentinel Fund / Westlake Sentinel Management | Westlake Village | CA | 02/2024 | 03/2026 |
Individual California Real Estate Agent License, Not Investment Related, Not actively perusing, No solicitation of clients for real estate purposes, Activates consumer less than 10% of time and income. Owner, exploratory process of a private hedge fund - Westlake Sentinel Fund / Westlake Sentinel Management - (if launches) Private Securities Transactions & Registered Investment Advisor. Currently, no solicitation to the general public, no registration and no intended solicitation of the firm's retail clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-02 |
Reach out to this advisor