Best Investors
Account
Sign in
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-05 |
Branch Locations
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Santa Monica | CA | 08/2015 | 08/2023 |
| Wealth.cOm | Thousand Oaks | CA | 08/2023 | 04/2026 |
| Brave New Wealth | Westlake Village | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-22 |
Reach out to this advisor