Best Investors
Account
Sign in
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-21 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
2500 Sand Hill Rd Ste 110, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company | Menlo Park | CA | 09/2015 | 04/2023 |
| First Republic Investment Management | Menlo Park | CA | 09/2015 | 04/2023 |
| Cresset Asset Management, Llc | Menlo Park | CA | 04/2023 | Present |
1) Name and address: National Charity League, Willow Rose Chapter Investment-related: No Nature of Business: Community service Position: Treasurer Description of duties: Serve on the Board as Treasurer Start Date: 3/31/2022 Approx number of hour each month: 10 Number of hours during trading: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-28 |
Reach out to this advisor