Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
200 Pringle Avenue Suite 555, Walnut Creek, CA 94596 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Inc. | Walnut Creek | CA | 05/2026 | Present |
| School | San Ramon | CA | 01/2015 | 02/2025 |
| Lexus Of Fremont | Fremont | CA | 03/2023 | 09/2023 |
| Bedell Frazier | Walnut Creek | CA | 02/2025 | 05/2026 |
The name of the other business: Knoh.AI Inc; Whether the business is investment-related: No; The address of the other business: 48872 Crestview Common, Fremont, CA 94539; The nature of the other business: AI; Your position, title, or relationship with the other business: Customer Process Analyst Intern; The start date of your relationship:10/25/2025; The approximate number of hours/month you devote to the other business: 40 hours/month; The number of hours you devote to the other business during securities trading hours: 0 hours/month; Briefly describe your duties relating to the other business: Practical training and exposure to customer process analysis for AI-powered software.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-27 |
Reach out to this advisor