Best Investors
Account
Sign in
Best Investors
Account
Sign in
1731 Technology Dr. Ste 570, San Jose, CA 95110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-27 |
Branch Locations
1731 Technology Dr. Ste 570, San Jose, CA 95110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nim Financial & Insurance And Annuity Solutions | San Jose | CA | 03/2025 | Present |
| Defense Contract Audit Agency (Dcaa) | San Jose | CA | 10/2023 | 03/2025 |
| Nova, Ltd. | Fremont | CA | 07/2020 | 10/2023 |
| Baker Tilly | Minneapolis | MN | 05/2015 | 07/2020 |
| Nim Wealth Solutions | San Jose | CA | 05/2025 | Present |
| Fulcrum Accounting Llc | Santa Clara | CA | 03/2024 | Present |
Fulcrum Accounting, LLC | Not investment related | located in Santa Clara, CA| Accounting and Tax Services | Managing Member | Started in 2024 | 5 hours a month spent on this OBA | Prepare taxes for individuals | Does receive compensation for this activity 3/2025: Insurance Agent |Various carriers Not investment related | located in Santa Clara, CA|20 hours per month spent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
Reach out to this advisor