Best Investors
Account
Sign in
Washington, DC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2018-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geometric Wealth Advisors | Washington | DC | 04/2018 | Present |
| Oliver Wyman | New York City | NY | 03/2014 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-30 |
Reach out to this advisor