Best Investors
Account
Sign in
Best Investors
Account
Sign in
53 State Street 28Th Floor, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silicon Valley Bank | Menlo Park | CA | 05/2005 | Present |
| Svb Wealth Advisory | Menlo Park | CA | 01/2017 | 07/2022 |
| Svb Wealth Llc | Boston | MA | 12/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-28 |
| S66 | Uniform Combined State Law Examination | 2004-05-21 |
Reach out to this advisor