Best Investors
Account
Sign in
Best Investors
Account
Sign in
Loma Linda, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fontana Unified School District | Fontana | CA | 03/2022 | Present |
| Casas | San Diego | CA | 05/2021 | 03/2022 |
| Fontana Unified School District | Fontana | CA | 03/2019 | 05/2021 |
| Fontana Unified School District | Fontana | CA | 08/2018 | 03/2019 |
| Fontana Unified School District | Fontana | CA | 06/2014 | 08/2018 |
Name of business: Fontana Unified School District Investment-Related: No Address of Business: 9680 Citrus Ave, Fontana, CA 92335 Nature of Business: This is a local school district. Position/Title: Information Exchange Specialist Start Date: March 2022 Description of Hours: This position is a full-time position that entails around 40 hours per week, including all hours in which securities are traded on the large stock exchanges. Duties: The duties include general IT responsibilities surrounding data management, analysis, and reporting. It also consists of managing the Medi-Cal billing department for the district.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
Reach out to this advisor