Best Investors
Account
Sign in
Best Investors
Account
Sign in
1233 Camino Del Mar, Del Mar, CA 92014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-31 |
| NC | RA | APPROVED | 2025-05-23 |
Branch Locations
1233 Camino Del Mar, Del Mar, CA 92014 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nextgen Law | Charlotte | NC | 04/2024 | Present |
| Self-Funded Eta Searcher (Unemployed) | Charlotte, Nc | NC | 11/2023 | 04/2024 |
| Mckinsey & Company | Charlotte | NC | 08/2021 | 11/2023 |
| Unemployed | Charlotte | NC | 02/2021 | 08/2021 |
| Wyrick, Robbins, Yates & Ponton Llp | Raleigh | NC | 08/2018 | 02/2021 |
| The University Of Chicago - The Law School | Chicago | IL | 08/2015 | 06/2018 |
| Unemployed (Studying For Bar Exam) | Charlotte | NC | 06/2018 | 08/2018 |
| Torrey Growth & Income Advisors | Del Mar | CA | 05/2025 | Present |
| Fortress Private Ledger. Llc | Raleigh | NC | 03/2025 | 05/2025 |
(1) v96 Capital;Investment-related; 10500 Midway Park Drive, Charlotte, NC 28277; Private investment firm; Founder & GP; Partner; Since April 14, 2025; Approx. 120 hrs/mo during trading hours; Manage operations and strategy for investment firm and portfolio companies. (2) Dealonomy, LLC; Investment-related; 3500 S DuPont Highway, Dover. DE 19901; Tech-enabled business brokerage firm; Advisory Board Member; Outside Advisor; Since August 7. 2024; Approx. 1 hr/mo during non-trading hours; Outside business advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
Reach out to this advisor