Best Investors
Account
Sign in
Santa Cruz, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-21 |
| CA | RA | APPROVED | 2020-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truecar | Santa Monica | CA | 01/2012 | 07/2018 |
| Unemployed | Los Angeles | CA | 07/2018 | 12/2019 |
| Wealthdevs | Covina | CA | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-16 |
Reach out to this advisor