Best Investors
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Account
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1 University Square Drive, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-20 |
| CA | RA | APPROVED | 2024-07-08 |
Branch Locations
400 Howard Street, San Francisco, CA 94105 • United States
1 University Square Drive, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futureadvisor | San Francisco | CA | 06/2014 | 05/2023 |
| Blackrock | San Francisco | CA | 06/2014 | Present |
| Blackrock Investments, Llc | San Francisco | CA | 06/2024 | Present |
(1) [Name of LLC is TBD] - Sole-ownership LLC for property rentals; LLC that will purchase rental properties to generate passive income; ROLE/TITLE: CEO and Founder; Search for and invest in rental properties to generate investment income; 3 hrs/month; Start Date:04-15-2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-05 |
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