Best Investors
Account
Sign in
Best Investors
Account
Sign in
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
21700 East Copley Dr, Ste 120, Diamond Bar, CA 91765 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyft | Los Angeles | CA | 11/2014 | 03/2020 |
| Uber | Los Angeles | CA | 07/2015 | 03/2020 |
| Merced College | Merced | CA | 08/2016 | 12/2016 |
| University Of California- Merced | Merced | CA | 01/2017 | 05/2019 |
| Copenhagen University | Copenhagen | 08/2018 | 01/2019 | |
| Copenhagen Business School | Copenhagen | 08/2018 | 01/2019 | |
| Equitable Advisors Llc | New York | NY | 09/2021 | 05/2022 |
| Unemployment | Los Angeles | CA | 03/2020 | 09/2021 |
| Nylife Securities Llc | Glendale | CA | 08/2022 | 12/2023 |
| New York Life Insurance Company | Glendale | CA | 06/2022 | 12/2023 |
| Fisher Investments | Camas | WA | 03/2024 | 12/2025 |
| Merit Financial Advisors | Alpharetta | GA | 12/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1) Merit Financial Advisors. Investment-related. At registered location. RIA. Financial Advisor. Start date: 12/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 12/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products. 3) Amazon Influencers Program; Not investment-related; 410 Terry Ave N, Seattle, WA 98109; Digital Creator; 11/2023; 0 hours monthly and during securities trading hours; Amazon item links are created on a digital Amazon storefront which I place in my videos so viewers can locate items I use for automotive repairs, etc. (NON-Investment related) 4) Google Adsense (Youtube); Not investment-related; 1600 Amphitheatre Pkwy, Mountain View, CA 94043; Digital Creator; 12/2022; 1 hour monthly; 0 hours during securities trading hours; Produced videos that now generate royalties. Videos are NON-Investment related. Content is on automotive repairs, & how-to.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
Reach out to this advisor