Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perella Weinberg Partners | Denver | CO | 10/2014 | 01/2018 |
| Pritzker Group (Sheridan Place) | Chicago | IL | 02/2018 | 06/2022 |
| Mozaic Llc | Beverly Hills | CA | 06/2022 | 02/2025 |
| Ieq Capital | San Francisco | CA | 06/2025 | Present |
| Unemployed | Calabasas | CA | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
Reach out to this advisor