Best Investors
Account
Sign in
Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
| WA | RA | APPROVED | 2024-04-22 |
Branch Locations
1331 Gemini Ave Suite 200-A , Houston , TX 77058 • United States
1600 Highway 6 Suite 450 , Sugar Land , TX 77478 • United States
777 N Eldridge Pkwy Suite 420 , Houston , TX 77079 • United States
207 E Shore Dr Suite 230 , Spring , TX 77380 • United States
11400 98Th Ave, Ne Suite 301, Kirkland, WA 98033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Soundmark Wealth Management | Kirkland | WA | 12/2008 | 04/2024 |
| Edelman Financial Engines | Santa Clara | CA | 04/2024 | Present |
1)ROTARY DISTRICT 5890; INVESTMENT RELATED: No; ADDRESS: P.O. Box 254, Bellaire, WA 77402; NATURE: NON-PROFIT; POSITION: DISTRICT SECRETARY; START DATE: 7/1/2023; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: TRAINER FOR CLUB SECRETARIES, PUSH OUT COMMUNICATIONS FOR THE DISTRICT. 2) Bellaire/Southwest Houston Rotary Club; INVESTMENT RELATED: No; ADDRESS: P.O. Box 254, Bellaire, TX 77402; NATURE: Non-profit/service; POSITION: Board member; START DATE: 07/01/2023; NUMBER OF HOURS/MONTH: 08 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 04 Hrs.; DUTIES: Public Image Chair - I'm responsible for handling the communications, marketing, and social media for our Club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-27 |
Reach out to this advisor