Best Investors
Account
Sign in
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 | 2025-02-11 |
| CA | RA | APPROVED | 2017-07-19 |
Branch Locations
275 Sacramento Street 8Th Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | San Francisco | CA | 06/2011 | 07/2017 |
| Wells Fargo Advisors Llc | San Francisco | CA | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 07/2017 |
| Fort Point Capital Partners, Llc | San Francisco | CA | 07/2017 | Present |
| Gordian Investments, Llc | San Francisco | CA | 07/2019 | 12/2019 |
NOB: FORT POINT CAPITAL PARTNERS LLC. TITLE: MANAGING DIRECTOR. START DATE: 07/11/2017. INVESTMENT RELATED. DUTIES: ASSET ALLOCATION, INVESTMENT MANAGEMENT, FINANCIAL PLANNING. APPROX 200 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-03 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-10 |
Reach out to this advisor