Best Investors
Account
Sign in
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fort Point Capital Partners Llc | San Francisco | CA | 11/2025 | Present |
| Trilogy, Inc. | Austin | TX | 10/2020 | 09/2023 |
| G-Con Manufacturing, Llc | College Station | TX | 04/2009 | 07/2021 |
| Jfl Capital Management | Austin | TX | 09/2018 | 10/2020 |
| Lyon Street Capital | San Francisco | CA | 12/2016 | 09/2018 |
| Prytime Medical Devices | Boerne | TX | 12/2014 | 12/2016 |
| Cansup (Cancer Support Network) | Austin | TX | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
Reach out to this advisor