Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Embarcadero Center Ste 4100, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-23 |
| CA | RA | APPROVED | 2022-08-01 |
| PA | RA | APPROVED | 2022-08-01 |
Branch Locations
525 Middlefield Rd, Suite 150, Menlo Park, CA 94025 • United States
One Embarcadero Center Ste 4100, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluesky Wealth Advisors, Llc( | Pleasanton | CA | 08/2016 | 11/2018 |
| Golub Group, Llc | San Mateo | CA | 11/2018 | 07/2022 |
| Osborne Partners Capital Management, Llc | San Francisco | CA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
Reach out to this advisor