Best Investors
Account
Sign in
Best Investors
Account
Sign in
280 2Nd Street Suite 280, Los Altos, CA 94022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-11 |
| WA | RA | APPROVED | 2023-06-30 |
| CA | RA | APPROVED | 2019-07-03 |
Branch Locations
280 2Nd Street Suite 280, Los Altos, CA 94022 • United States
Bainbridge Island, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc. | San Jose | CA | 02/2007 | 03/2018 |
| Omniscient Holdings | San Jose | CA | 07/2013 | 10/2017 |
| Aria Wealth Management, Inc. | San Jose | CA | 07/2017 | 06/2019 |
| Gates Pass Advisors, Llc | Los Altos | CA | 06/2019 | Present |
| Sowell Management Services | San Jose | CA | 09/2016 | 12/2016 |
Name: SVGRP, LLC (Not investment-related) Address: Bainbridge Island, Washington Business: Consulting Position/Duties: Owner Start Date: 2016 Hours devoted during securities trading: 0 Hours devoted outside securities trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-25 |
Reach out to this advisor