Best Investors
Account
Sign in
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-11 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
20370 Town Center Lane, Suite 254, Cupertino, CA 95014 • United States
1300 El Camino Real, Suite 100, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pesta And Pesta Wealth Management | Cupertino | CA | 02/2025 | Present |
| Pesta And Pesta Wealth Management | Cupertino | CA | 05/2024 | 07/2024 |
| Fidelity Investments | Bellevue | WA | 05/2023 | 07/2023 |
| Authentic Id | Kirkland | WA | 05/2022 | 07/2022 |
| Pepperdine University | Malibu | CA | 07/2021 | 12/2024 |
| Skyline High School | Sammamish | WA | 07/2017 | 05/2021 |
| Beaver Lake Middle School | Issaquah | WA | 02/2015 | 05/2017 |
| Cwm, Llc | Omaha | NE | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
Reach out to this advisor