Best Investors
Account
Sign in
Chappaqua, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
| TX | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shareholders Service Group Inc | San Diego | CA | 03/2013 | 11/2024 |
| Altruist Financial Llc | San Diego | CA | 11/2024 | 01/2025 |
| Golden Bay Advisors Llc | Chappaqua | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-10 |
Reach out to this advisor