Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-26 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Department Of State | San Francisco | CA | 01/2024 | 03/2024 |
| Alliance Bernstein | San Francisco | CA | 01/2022 | 08/2023 |
| Goldman Sachs | San Francisco | CA | 06/2021 | 08/2021 |
| Storefront Political Media | San Francisco | CA | 01/2020 | 06/2020 |
| Bank Of America | South San Francisco | CA | 02/2019 | 05/2019 |
| Ieq Capital Llc | Foster City | CA | 04/2024 | Present |
| South San Francisco City Manager's City Manager's Office | South San Francisco | CA | 06/2018 | 08/2018 |
| Kumon | South San Francisco | CA | 08/2017 | 11/2017 |
| U.S. House Of Representatives | District 14 California | Redwood City | CA | 05/2017 | 08/2017 |
| County Of San Mateo | Youth Commission | Redwood City | CA | 08/2017 | 06/2019 |
| Exploratorium | San Francisco | CA | 01/2017 | 06/2017 |
| California Secretary Of State | South San Francisco | CA | 11/2016 | 11/2016 |
| N/A | South San Francisco | CA | 06/2014 | 11/2016 |
| Diversevc | San Francisco | CA | 05/2020 | 07/2020 |
| South San Francisco Youth Commission City Manager's Office | South San Francisco | CA | 01/2022 | 10/2022 |
| N/A | South San Francisco | CA | 06/2019 | 01/2020 |
| N/A | South San Francisco | CA | 08/2018 | 02/2019 |
| N/A | South San Francisco | CA | 07/2020 | 06/2021 |
| N/A | South San Francisco | CA | 08/2021 | 01/2022 |
| N/A | South San Francisco | CA | 08/2023 | 01/2024 |
Name of outside business or organization: Financial Women of San Francisco Organization Address: Title: Member (Received a scholarship in undergrad for several years of free membership) Description of outside business or organization: Non-profit with monthly coffee chats and meetings on market outlook and women in business seminars. Description of duties or responsibilities: None, simply can attend these seminars. Start date (month/day/year): 08/2024 Hours devoted to activity monthly: 0 during trading hrs. / 2 during non-trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
Reach out to this advisor