Best Investors
Account
Sign in
Best Investors
Account
Sign in
535 Mission Street Suite 2310, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-20 |
| CA | RA | APPROVED | 2024-11-18 |
Branch Locations
535 Mission Street Suite 2310, San Francisco, CA 94105 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 11/2024 |
| Moment Partners, Llc | San Francisco | CA | 11/2024 | Present |
LODGEPOLE PARQUE HOMEOWNERS ASSOCIATION, NOT INV RELATED, INCLINE VILLAGE, NV, BOARD MEMBER, START 4/1/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, OVERSIGHT OF PROPERTY UPKEEP AND MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
Reach out to this advisor