Best Investors
Account
Sign in
Best Investors
Account
Sign in
Attn: Compliance Dept. 225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-19 |
Branch Locations
500 Newport Center Dr Ste 850, Newport Beach, CA 92660 • United States
Metropoint I 4600 So. Ulster St #1350, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenzie & Snyder Llp | Hamilton | OH | 05/2023 | 08/2023 |
| Pro-Clean Car Wash And Detailing | Mason | OH | 11/2019 | 06/2020 |
| The Woodcreek Club | Elgin | SC | 05/2022 | 12/2022 |
| Four Bridges Country Club | Liberty Township | OH | 11/2017 | 08/2021 |
| Courts 4 Sports | Mason | OH | 06/2017 | 08/2017 |
| Unemployed | Mason | OH | 05/2024 | 06/2024 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 06/2024 | 01/2025 |
| Unemployed | Mason | OH | 08/2017 | 11/2017 |
| Unemployed | Columbia | SC | 12/2022 | 05/2023 |
| Unemployed | Columbia | SC | 08/2023 | 05/2024 |
| Unemployed | Mason | OH | 05/2014 | 06/2017 |
| Unemployed | Columbia | SC | 08/2021 | 05/2022 |
| Wedbush Securities | Los Angeles | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-18 |
Reach out to this advisor