Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-18 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 07/2021 | 12/2025 |
| Lululemon | Princeton | NJ | 11/2020 | 03/2021 |
| University Of California, Berkeley | Berkeley | CA | 08/2017 | 05/2021 |
| The Hun School Of Princeton | Princeton | NJ | 08/2013 | 06/2017 |
| Cerity Partners Llc | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
Reach out to this advisor