Best Investors
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2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-14 |
| NJ | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Avenue Asset Management Lp | San Francisco | CA | 04/2017 | 09/2020 |
| Ernst & Young | New York | NY | 07/2015 | 04/2017 |
| Brunch & Budget | New York | NY | 01/2017 | 04/2017 |
| Zenith Solutions, Llc | Philadelphia | PA | 09/2020 | Present |
Women with Equity; NOT investment-related; Jersey City NJ; Women with Equity's mission is to empower women to feel more confident on their financial journey so they can build wealth through equity and take ownership of their life; Founder; start date: September 2020; the approximate number of hours/month devoted: 2; the number of hours devoted during securities trading hours: 0; brief description of duties: Thought leadership to promote and empower women to build wealth through equity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-08 |
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