Best Investors
Account
Sign in
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-02 |
Branch Locations
66 Hudson Boulevard East, New York, NY 10001 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connell Group | Chicago | IL | 06/2016 | 09/2016 |
| Hyatt Hotels | Chicago | IL | 06/2017 | 09/2017 |
| Thermacell Repellents | Bedford | MA | 06/2018 | 09/2018 |
| Brownson, Rehmus & Foxworth, Inc. | Menlo Park | CA | 07/2019 | 12/2019 |
| Portola Partners | Menlo Park | CA | 01/2020 | 03/2023 |
| University Of Chicago | Chicago | IL | 09/2015 | 06/2019 |
| Corient / Ci Portola | Menlo Park | CA | 01/2023 | 01/2024 |
| Corient Services Llc | Miami | FL | 01/2024 | 03/2025 |
| Alliancebernstein, Lp. | New York | NY | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-22 |
Reach out to this advisor