Best Investors
Account
Sign in
Best Investors
Account
Sign in
1850 Hamilton Ave, San Jose, CA 95125 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
| AZ | RA | APPROVED | 2024-01-01 |
| TX | RA | APPROVED_RES | 2022-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Wealth Management Llc | San Mateo | CA | 02/2007 | 12/2022 |
| Thomas & Company Cpa | San Jose | CA | 11/1997 | Present |
| Lpl Financial Llc | San Mateo | CA | 09/2014 | 04/2020 |
| Align Wealth Management, Llc | San Jose | CA | 09/2022 | Present |
I am the Sole Owner of a CPA Firm. The Firm name is Thomas & Company, CPA, located in San Jose, California. I receive no commissions from this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-18 |
Reach out to this advisor