Best Investors
Account
Sign in
Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-29 |
Branch Locations
525 Market St. Floor 34, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athletic Treads | Willow Glen | CA | 07/2015 | 07/2018 |
| Nordstrom | San Jose | CA | 06/2019 | 01/2022 |
| Palo Alto Networks | Santa Clara | CA | 02/2022 | 08/2022 |
| Shipt | San Francisco | CA | 06/2023 | 08/2023 |
| Silicon Valley Media | San Jose | CA | 08/2023 | 06/2024 |
| University Of Colorado Boulder | Boulder | CO | 07/2018 | 12/2019 |
| Santa Clara University | Santa Clara | CA | 01/2020 | 06/2024 |
| Davis Financial Management | Campbell | CA | 08/2024 | 07/2025 |
| Upliftly | Santa Clara | CA | 03/2024 | 09/2024 |
| Ieq Capital | Foster City | CA | 07/2025 | Present |
| Unemployed | Santa Clara | CA | 08/2022 | 06/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
Reach out to this advisor