Best Investors
Account
Sign in
Best Investors
Account
Sign in
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2023-07-24 |
Branch Locations
14300 North Northsight Blvd Suite 120, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Craig Tompkins Ria | San Jose | CA | 08/2018 | 09/2022 |
| Craig Tompkins Insurance Services | Foster City | CA | 04/1988 | Present |
| Rice Financial Consulting, Inc. | Los Gatos | CA | 04/2019 | 01/2020 |
| Csp Financial Group Llc | San Jose | CA | 09/2022 | Present |
| Coalition Insurance Services | Foster City | CA | 04/1987 | Present |
| Agape Investment Coaching | San Jose | CA | 03/2020 | 09/2022 |
I own and operate Coalition Insurance Services a life and health insurance business in California and earn approximately $200,000 a year from this business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-23 |
Reach out to this advisor