Best Investors
Account
Sign in
Best Investors
Account
Sign in
7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
Branch Locations
San Juan Capistrano, CA • United States
7049 Redwood Blvd. Suite 205, Novato, CA 94945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Francisco | CA | 03/2016 | 02/2023 |
| Wells Fargo Advisors | San Francisco | CA | 02/2023 | 10/2023 |
| Parallel Advisors, Llc | San Francisco | CA | 10/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | San Francisco | CA | 03/2016 | 02/2023 |
| Ameriprise Financial Services, Llc | San Francisco | CA | 08/2024 | 04/2026 |
| Sonoma Private Wealth Llc | Novato | CA | 04/2026 | Present |
1) Shane Hiller - Real Estate Company; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Real Estate Sales Person; Real Estate Agent; 04/02/2026; 150 Hours/mo;4Hours/trading. 2) Shane Hiller - Property Management; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Property Management; Sole Proprietor; 04/02/2026;10Hours/mo; 1 Hours/trading. 3) Shane Hiller - Mortgage/Private Note-referrals; Not investment-related; 26242 Via Corrizo, San Juan Capistrano, CA 92675; Sole Owner; 04/02/2026; 2hours/mo;0 hours/trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
Reach out to this advisor