Best Investors
Account
Sign in
Cincinnati, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Align Technology Inc | San Jose | CA | 06/2017 | Present |
| Silicon Valley Treasury Consulting | Los Altos | CA | 04/2010 | Present |
| Independent Consultant For Cabi | Cincinnati | OH | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-27 |
Reach out to this advisor