Best Investors
Account
Sign in
Best Investors
Account
Sign in
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-11 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
40 Main Street Suite 201A, Madison, NJ 07940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Haymarket Wealth Management Llc | New Vernon | NJ | 05/2012 | 06/2023 |
| Robertson Stephens Wealth Management, Llc | San Francisco | CA | 07/2023 | Present |
Madison Area YMCA Association, 111 Kings Road, Madison, NJ 07940. Member of board and investment committee, head of investment committee. My duties include creation of investment policy statement for the YMCA foundation. I am not compensated for this role. I devote 2% of my time to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-19 |
Reach out to this advisor