Best Investors
Account
Sign in
555 California Street 40Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2003-11-03 |
Branch Locations
555 California Street 40Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dodge & Cox | San Francisco | CA | 08/1989 | Present |
| Foreside Fund Services, Llc | San Francisco | CA | 03/2024 | Present |
1) Dodge & Cox; Investment Related; San Francisco, CA; Asset Management Firm; Client Portfolio Manager; Promoting registered mutual funds; 08/1989; 160 hrs/mo. 2) Dominican University; Not Investment Related; San Rafael, CA; Education; Advisory board member; Provide advice/guidance to School Dean and students; 03/2016; 0 hrs/mo. 3) QS Ocean LLC; Not Investment Related; Brooklyn, NY; Real Estate; Member; Vehicle for investment in commercial Real Estate; 6/2016; 0 hrs/mo. 4) KJS Investments LLC; Not Investment Related; Novato, CA; Real Estate; Member; Periodic distributions to members; 03/2011; 0hr/mo. 5) Jenkins Johnson LLC; Not Investment Related; San Francisco, CA; Art Gallery; Member; co-owner; 02/1996; 0hr/mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-21 |
Reach out to this advisor