Best Investors
Account
Sign in
1655 North Main St Suite 360, Walnut Creek, CA 94596 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healey Timber | Morristown | NJ | 12/2003 | Present |
| Geometric Wealth Advisors, Llc | Washington | DC | 09/2016 | 03/2017 |
| Gemmer Asset Management Llc | Walnut Creek | CA | 03/2017 | Present |
1. FIA Timber Partners, LLC Investment-Related: Yes Address: 15 Piedmont Center, Suite 1250, Atlanta, GA 30305 Nature of Business: General partner and manager of private investment funds investing in timberland and related assets for institutional investors and high-net-worth individuals. Position/Title: Managing Director Start Date: January 2004 20 hours per month (during securities trading hours) Duties: Responsible for oversight and management of timberland investments, including service on investment and management committees. 2. Healey Timber, LLC Investment-Related: Yes Address: 7 Giralda Farms, Suite 160, Madison, NJ 07940 Nature of Business: Entity affiliated with the general partner of FIA Timber Partners, LLC engaged in timberland investment management for institutional investors. Position/Title: Member Start Date: January 2004 20 hours per month (during securities trading hours) Duties: Ownership and oversight activities related to timberland investment management. 3. NCX Investment-Related: No Address: 2443 Fillmore St. #380-1418, San Francisco, CA 94115 Nature of Business: Privately held company focused on forest land management, natural capital markets, and environmental market solutions. Position/Title: Member, Board of Directors Start Date: March 2026 Hours Per Month: 1 (0 during securities trading hours) Duties: Serves on the Board of Directors, participates in periodic board meetings, and provides strategic oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-24 |
Reach out to this advisor