Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
| AZ | RA | APPROVED | 2021-08-18 |
| TX | RA | APPROVED | 2021-08-18 |
Branch Locations
4742 N 24Th St Suite 400, Phoenix, AZ 85016 • United States
2175 North California Boulevard Suite 800, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| California Department Of Food And Agriculture | Sacramento | CA | 03/2016 | 04/2019 |
| Unemployed | Sacramento | CA | 04/2019 | 07/2019 |
| Axa Advisors, Llc | New York | NY | 07/2019 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2019 | 07/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2021 | 06/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 06/2022 | 07/2024 |
| Edelman Financial Engines | Santa Clara | CA | 07/2024 | 07/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-10 |
Reach out to this advisor