Best Investors
Account
Sign in
Best Investors
Account
Sign in
501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
555 California Street, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Home Mortgage | Burlingame | CA | 09/2010 | 08/2021 |
| Graili Tech Inc. | San Francisco | CA | 09/2021 | 12/2022 |
| Mortgagerival Marketing Llc | San Francisco | CA | 01/2023 | Present |
| Sanford C. Bernstein & Co., Llc | San Francisco | CA | 10/2025 | Present |
- the name of the other business; MortgageRival Marketing LLC - whether the business is investment-related; No - the address of the other business; 797 Spruce Street, San Francisco, CA 94118 - the nature of the other business; Online mortgage marketplace that introduces mortgage shoppers to lenders via direct email marketing - your position; Owner - title, or relationship with the other business; Owner and sole employee - the start date of your relationship; January, 2023 - the approximate number of hours/month you devote to the other business; Four (4) - the number of hours you devote to the other business during securities trading hours; Zero (0) - and briefly describe your duties relating to the other business; No formal duties beyond paying expenses for web hosting and merchant services. MortgageRival is a website that runs essentially on its own and I do not currently dedicate any of my time to growing the business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
Reach out to this advisor