Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-25 |
| CA | RA | APPROVED | 2021-04-27 |
Branch Locations
9740 Appaloosa Road Suite 150, San Diego, CA 92131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epstein And White Retirement Income Solutions, Llc | San Diego | CA | 02/2015 | 03/2021 |
| Epstein And White Financial Llc | San Diego | CA | 02/2016 | 03/2021 |
| Eqis Capital Management | San Diego | CA | 09/2015 | 09/2016 |
| Mercer Global Advisors, Inc. | San Diego | CA | 04/2021 | 04/2023 |
| Mercer Global Advisors Inc. | San Diego | CA | 04/2023 | 01/2025 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2025 | 01/2026 |
| Mercer Global Advisors Inc. | San Diego | CA | 01/2026 | Present |
1. The Patrick Manderson Comer Real Estate Lending Living Trust; Investment-related; 302 Washington Street, #344, San Diego, CA 92103; Revocable trust that invests as a limited partner in real estate equity and lending funds; Limited Partner and Trustee; 05/21/2024; < 1 hr. per month; Trustee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-16 |
Reach out to this advisor