Best Investors
Account
Sign in
Doylestown, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain View | CA | 06/2016 | 11/2021 | |
| Synctera | San Francisco | CA | 11/2021 | 12/2022 |
| Mambu, Inc. | Miami | FL | 12/2022 | 09/2023 |
| Oxygen | Princeton | NJ | 10/2023 | 04/2024 |
| Parkway | CA | 04/2024 | Present | |
| Gregory Financial Llc | Doylestown | PA | 04/2025 | Present |
Google; Parkway, CA; not investment related; strategic partnerships; 04/2024; 35 hours/mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-08-28 |
Reach out to this advisor