Best Investors
Account
Sign in
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-02 |
| CA | RA | APPROVED | 2024-10-01 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescent Bay Advisors, Inc. | Corona Del Mar | CA | 11/2012 | 07/2024 |
| Evoke Advisors | Los Angeles | CA | 08/2024 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-09 |
Reach out to this advisor