Best Investors
Account
Sign in
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-02-18 |
Branch Locations
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guggenheim Partners | New York | NY | 06/2014 | 08/2017 |
| Allen Media Group | Los Angeles | CA | 08/2017 | Present |
| Evolve Private Wealth, Llc | Los Angeles | CA | 02/2026 | Present |
1) Allen Media Group; Investment-related; 9903 Santa Monica Blvd, PMB 418, Beverly Hills, CA. 91302; Media & entertainment, family office; Chief Investment Officer; Design and implement investment frameworks; Oversee mergers and acquisitions, debt issuance, and capital markets activity; Full-time position. 2) Greenlight Group; Not investment-related; Calabasas, CA 91302; Social media talent agency; Board Member / Advisor; Provide oversight and guidance to agency direction; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-06 |
Reach out to this advisor