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 | 2025-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Postmates | San Diego | CA | 03/2020 | 12/2020 |
| Ubereats | San Diego | CA | 05/2021 | 12/2023 |
| Doordash | San Diego | CA | 11/2020 | 11/2023 |
| Point Loma High School | San Diego | CA | 09/2016 | 06/2020 |
| Point Loma Nazarene University | San Diego | CA | 08/2020 | 05/2024 |
| Boe Player Camps | San Diego | CA | 08/2023 | 12/2023 |
| Point Loma Nazarene University | San Diego | CA | 06/2021 | 01/2024 |
| Crumbl Cookies | San Diego | CA | 06/2022 | 07/2022 |
| Pomodoro | San Diego | CA | 03/2023 | 09/2023 |
| Correia Middle School | San Diego | CA | 01/2015 | 09/2016 |
| Intrepid Wealth Management | San Diego | CA | 07/2024 | Present |
| Osaic | Carlsbad | CA | 03/2025 | Present |
1. INTREPID WEALTH MANAGEMENT POSITION: Paraplanner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 07/08/2024 ADDRESS: 6112 Innovation Way, Carlsbad CA 92009, United States DESCRIPTION: I am a Paraplanner for Intrepid Wealth Management. 2. INTREPID WEALTH MANAGEMENT POSITION: Insurance Agent NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/10/2025 ADDRESS: 6112 Innovation Way, Carlsbad CA 92009, United States DESCRIPTION: I am licensed to transact Life, Health, Accident or Sickness insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
Reach out to this advisor