Best Investors
Account
Sign in
Best Investors
Account
Sign in
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2024-01-18 |
Branch Locations
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
3945 Freedom Cir Ste 630, Santa Clara, CA 95054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transitions Wealth Advisors | San Jose | CA | 12/2018 | 03/2023 |
| Rnp Advisory Services, Inc. | Morgan Hill | CA | 11/2017 | 12/2018 |
| Towne Business & Tax Services | Los Gatos | CA | 06/2016 | 05/2018 |
| Best Buy | San Jose | CA | 06/2016 | 05/2018 |
| Kestra Advisory Services, Llc | San Jose | CA | 03/2021 | 03/2023 |
| Kestra Investment Services, Llc | San Jose | CA | 11/2018 | 03/2023 |
| Bordeaux Wealth Advisors | Menlo Park | CA | 03/2023 | 01/2024 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
Reach out to this advisor