Best Investors
Account
Sign in
Best Investors
Account
Sign in
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Green Properties | Wilmington | NC | 02/2016 | 05/2018 |
| University Of North Carolina Wilmington | Wilmington | NC | 08/2014 | 05/2018 |
| Baird | Milwaukee | WI | 08/2018 | 12/2021 |
| Sofi Securities Llc | Claymont | DE | 01/2022 | 01/2026 |
| Sofi Wealth Llc | Claymont | DE | 01/2022 | 01/2026 |
| Domain Money Advisors Llc | New York | NY | 01/2026 | 03/2026 |
| Sofi Securities Llc | Claymont | DE | 03/2026 | Present |
| Sofi Wealth Llc | Claymont | DE | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-03 |
Reach out to this advisor