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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-04-04 |
| CA | RA | APPROVED | 2009-01-02 |
Branch Locations
1200 Prospect Street, Suite 300, La Jolla, CA 92037 • United States
225 S. Lake Ave Penthouse, Pasadena, CA 91101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wedbush Securities | La Jolla | CA | 01/2009 | Present |
(1) JAMES P. STEPHAN TRUST; INVESTMENT-RELATED; SAN MARCOS,CA; RENTAL PROPERTY TRUST; TRUSTEE,OWNER; START: 02/2022; APPROX: 1 HOUR MONTHLY, 0 DURING BUSINESS HOURS; DUTIES: REAL ESTATE, RENTAL PROPERTY (2) THE BONNEY T. WIKKERING FAMILY TRUST; INVESTMENT-RELATED; CHULA VISTA,CA; TRUST; SECOND SUCCESSOR TRUSTEE; START: 01/2020; APPROX: 1 HOUR QUARTERLY; 1 HOUR QUARTERLY DURING BUSINESS HOURS; DUTIES: TRUSTEE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-06 |
Reach out to this advisor