Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-28 |
Branch Locations
6390 Greenwich Drive Suite 215, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego Wealth | La Jolla | CA | 03/2024 | Present |
| F.A.I.T.H. Driven Planning | Aliso Viejo | CA | 01/2023 | 02/2024 |
| United States Air Force | Fort Gordon | GA | 01/2017 | 01/2023 |
| Dna Clothing | Tumon | 11/2016 | 11/2017 |
SAN DIEGO WEALTH LLC. POSITION: Paraplanner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 165 SECURITIES TRADING HOURS: 136 START DATE: 03/11/2024 ADDRESS: 6390 Greenwich Dr, Ste 215, San Diego CA 92122-5923, United States DESCRIPTION: I am a Paraplanner licensed 65, 7, SIE with San Diego Wealth LLC who's BD is Osaic. I support the financial advisors by assisting in financial life planning, investment research, economic research, and other business/administrative tasks.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
Reach out to this advisor