Best Investors
Account
Sign in
Los Gatos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-08-02 |
| TX | RA | APPROVED_RES | 2022-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Principles Investment Management Llc | Los Gatos | CA | 06/2022 | Present |
| Sole Proprietor | Los Gatos | CA | 08/2021 | 12/2024 |
| First Republic Investment Management Inc. | San Francisco | CA | 05/2017 | 06/2022 |
| Loring Ward Holdings | San Jose | CA | 06/2016 | 04/2017 |
| Uc Berkeley Executive Education | Berkley | CA | 04/2025 | Present |
| Metromapper Llc | Los Gatos | CA | 01/2025 | Present |
MetroMapper, LLC; not investment related; Los Gatos, CA; business development officer; 01/2025; 15 hrs./month; 0 hrs. during trading; meet with potential customers, understand the product market fit, and help investors to raise funds for their business operations. UC Berkeley Executive Education; Not Investment Related; Berkeley, CA; Head Learning Facilitator; Started 04/2025; Approximately 20 hours per month; 8 hours per month spent during securities trading hours; Prepare class instruction materials, teach the class, and provide feedback to students on their assignments and final projecet.
Reach out to this advisor