Best Investors
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Account
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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-05 |
Branch Locations
345 California Street Suite 1100, Ca, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-11-03 |
Branch Locations
345 California Street Suite 1100, San Francisco, CA 94104 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robertson Stephens Advisors Llc | San Francisco | CA | 09/2016 | 01/2017 |
| Unemployed | San Francisco | CA | 01/2017 | 04/2017 |
| B|O|S | San Francisco | CA | 07/2017 | 10/2021 |
| Robertson Stephens Advisors, Inc. | San Francisco | CA | 04/2017 | 07/2017 |
| Cerity Partners Llc | San Francisco | CA | 11/2021 | 06/2023 |
| Cerity Partners Llc | New York | NY | 09/2023 | Present |
| Cerity Partners Llc | New York | NY | 06/2023 | 09/2023 |
1) Project Open Hand SF; Investment-related: yes; San Francisco, CA; Non-Profit; Finance Committee Chair and Board Member; 9/2023; 2-3 hours per quarter outside of securities trading hours and 1 hour per month during securities trading hours; assist board with investment decision making
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-07 |
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