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 | 2026-04-28 |
Branch Locations
4250 Executive Square Suite #700, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shorelight Wealth Group | La Jolla | CA | 04/2024 | Present |
| Firefighteraid | San Diego | CA | 08/2020 | 12/2023 |
| Sungarden Terrace | Lemon Grove | CA | 12/2023 | 01/2024 |
| Unemployed | San Diego | CA | 01/2024 | 04/2024 |
| San Diego State University | San Diego | CA | 08/2016 | 06/2020 |
| Unemployed | San Diego | CA | 06/2020 | 08/2020 |
| Osaic Wealth, Inc | La Jolla | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
Reach out to this advisor