Best Investors
Account
Sign in
Best Investors
Account
Sign in
95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-04-07 |
| MA | RA | APPROVED | 2026-03-19 |
| WV | RA | APPROVED | 2026-03-19 |
| AK | RA | APPROVED | 2026-03-18 |
| KY | RA | APPROVED | 2026-03-18 |
| MS | RA | APPROVED | 2026-03-18 |
| MT | RA | APPROVED | 2026-03-18 |
| SD | RA | APPROVED | 2026-03-18 |
| WY | RA | APPROVED | 2026-03-18 |
| OR | RA | APPROVED | 2026-03-13 |
| DC | RA | APPROVED | 2026-03-11 |
| FL | RA | APPROVED | 2026-03-09 |
| AZ | RA | APPROVED | 2026-02-26 |
| NJ | RA | APPROVED | 2026-02-19 |
| GA | RA | APPROVED | 2026-02-13 |
| NM | RA | APPROVED | 2026-02-13 |
| VI | RA | APPROVED | 2026-02-13 |
| AL | RA | APPROVED | 2026-02-12 |
| AR | RA | APPROVED | 2026-02-12 |
| CO | RA | APPROVED | 2026-02-12 |
| CT | RA | APPROVED | 2026-02-12 |
| DE | RA | APPROVED | 2026-02-12 |
| HI | RA | APPROVED | 2026-02-12 |
| ID | RA | APPROVED | 2026-02-12 |
| IL | RA | APPROVED | 2026-02-12 |
| IN | RA | APPROVED | 2026-02-12 |
| IA | RA | APPROVED | 2026-02-12 |
| KS | RA | APPROVED | 2026-02-12 |
| ME | RA | APPROVED | 2026-02-12 |
| MD | RA | APPROVED | 2026-02-12 |
| MI | RA | APPROVED | 2026-02-12 |
| MN | RA | APPROVED | 2026-02-12 |
| MO | RA | APPROVED | 2026-02-12 |
| NE | RA | APPROVED | 2026-02-12 |
| NV | RA | APPROVED | 2026-02-12 |
| NH | RA | APPROVED | 2026-02-12 |
| NY | RA | APPROVED | 2026-02-12 |
| NC | RA | APPROVED | 2026-02-12 |
| OH | RA | APPROVED | 2026-02-12 |
| OK | RA | APPROVED | 2026-02-12 |
| PA | RA | APPROVED | 2026-02-12 |
| RI | RA | APPROVED | 2026-02-12 |
| SC | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-12 |
| UT | RA | APPROVED | 2026-02-12 |
| VT | RA | APPROVED | 2026-02-12 |
| VA | RA | APPROVED | 2026-02-12 |
| WA | RA | APPROVED | 2026-02-12 |
| WI | RA | APPROVED | 2026-02-12 |
| CA | RA | APPROVED | 2025-03-10 |
Branch Locations
95 Third St, 2Nd Floor, San Francisco, CA 94103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vista Wealth Management, Llc | San Francisco | CA | 04/2009 | 07/2018 |
| Adero Partners, Llc | Palo Alto | CA | 08/2018 | 03/2025 |
| Cache Securities, Llc | San Francisco | CA | 03/2025 | Present |
| Cache Advisors Llc | San Francisco | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2009-09-03 |
Reach out to this advisor