Best Investors
Account
Sign in
Best Investors
Account
Sign in
8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-15 |
| TX | RA | APPROVED | 2023-03-15 |
Branch Locations
8925 Sw 148 Street Suite 214, Palmetto Bay, FL 33176 • United States
Los Gatos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sole Proprietor | Los Gatos | CA | 01/2009 | Present |
| San Jose Police & Fire Pension | San Jose | CA | 04/2014 | 11/2025 |
| Alhambra Investment Management Llc | Palmetto Bay | FL | 01/2016 | Present |
NAME OF OTHER BUSINESS: SOLE PROPRIETOR INVESTMENT RELATED?: NO ADDRESS: 741 POLLARD ROAD #2, LOS GATOS CA 95032 NATURE OF BUSINESS: MARKETING CONSULTING - CONSULTING SERVICES FOCUSED ON MARKETING COMMUNICATIONS POSITION: SOLE PROPRIETOR START DATE: 01/2009 HOURS PER MONTH: 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0 DUTIES: WRITING MARKETING COPY, CREATING MARKETING STRATEGIES, MANAGING MARKETING PROJECTS. NAME OF OTHER BUSINESS: SELECT FINANCIAL CAPITAL INVESTMENT RELATED: YES ADDRESS: 1025 Gateway Blvd. #303-364, Boynton Beach, FL 33426, United States NATURE OF BUSINESS: REAL ESTATE POSITION: PARTNER START DATE: 08/2022 HOURS PER MONTH: 100 HOURS DURING SECURITY TRADING HOURS: 20 DUTIES: OVERSEE COMMERCIAL REAL ESTATE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-14 |
Reach out to this advisor