Best Investors
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Account
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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| CA | RA | APPROVED | 2024-10-24 |
Branch Locations
680 Newport Center Drive Suite 230, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Newport Beach | CA | 04/2024 | Present |
| Priority Plus Financial | Costa Mesa | CA | 09/2022 | 03/2024 |
| Mesa Verde Country Club | Costa Mesa | CA | 07/2018 | 09/2022 |
| Chapman University | Orange | CA | 08/2017 | 05/2022 |
| Cutco Knives | Newport Beach | CA | 02/2017 | 07/2017 |
| Groves Capital Inc. | Fountain Valley | CA | 01/2021 | 08/2022 |
| World Financial Group | Newport Beach | CA | 01/2021 | 04/2024 |
| Newport Harbor High School | Newport Beach | CA | 08/2014 | 05/2017 |
> Q Star Consulting > Not investment-related > 24671 Rollingwood Rd, Lake Forest, CA 92630 > Family owned accounting consulting company > Vice President, Board Member > Start date- January 2016 > 4 hours/month > 0 hours devoted during securities trading hours > Honorary position for aiding in the creation of company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-23 |
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