Best Investors
Account
Sign in
Los Olivos, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miltonian Capital Management | Santa Barbara | CA | 06/2020 | Present |
| Certis Capital Management | Santa Barbara | CA | 04/2017 | 03/2020 |
| Self Employed | Hudson | NY | 03/2001 | 04/2017 |
| Self Employed | Santa Barbara | CA | 03/2020 | 05/2020 |
BOOKKEEPING TASKS FOR 1 CLIENT. SERVICES LIMITED TO PAYING BILLS AND TRACKING ACCOUNT BALANCES. NO CUSTODY, NO DISCRETION, AND NO INVESTMENT ADVICE. TIME SPENT AVERAGES 6 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
Reach out to this advisor