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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chilton Capital Management, Llc | Houston | TX | 01/1996 | 09/2016 |
| Perigon Wealth Management, Llc | San Francisco | CA | 10/2016 | 09/2017 |
| Collaboration Capital Llc | Houston | TX | 09/2017 | 01/2021 |
| Robertson Stephens Wealth Management, Llc | Houston | TX | 01/2021 | Present |
1) The NextSeed Inc; Investment related; Houston TX; Nature of business: Fintech company and platform; Title: Board Member; Start date: 1/1/2018; Approximately 2 hours/month, no hours during securities trading hours; Duties: board member and strategic advising. 2) Marketplace Fund II; Investment related; Greenbrae, CA; Nature of business: Venture Capital Fund; Title: Member of GP; Start Date: June 11, 2016; Duties: Member of GP
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-23 |
Reach out to this advisor