Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-02-14 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
4545 42Nd Street Nw Suite 314, Washington, DC 20016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frango Financial Llc | Washington | DC | 01/2009 | 12/2024 |
| Mercer Global Advisors Inc. | Washington | DC | 12/2024 | Present |
1.. New Israel Fund; Not investment-related; 1320 19th Street NW, Washington, DC 20036; Advance and protect liberal democracy in Israel; Member of the DC Leadership Council and the International Council; 01/01/2012; 0-3 hrs. per month; 0 hrs. during trading hours; Attend bi-monthly meetings, host events, provide financial support to the organization, and serve as a public ambassador to support the organization. 2. Fabrangen; Investment-related; 7750 16th Street NW, Washington, DC 20012; Religious organization; Chair, Investment Committee; 12/01/2013; 0-3 hrs. per month; 1 hr. during trading hours; Chair the Investment Committee that reports to the organization's Steering Committee (e.g., Board). The Investment Committee oversees the organizations investments pursuant to the approved Investment Policy Statement. 3. Avodah; Not investment-related; 2202 18th Street NW, # 175, Washington, DC 20009; Sparking Jewish leaders, igniting social change; Member of the DC Advisory Council; 01/01/2019; 0-3 hrs. per month; 0 hrs. during trading hours; Attend bi-monthly meetings, provide financial support to the organization, serve as a public ambassador to support the organization, and provide direct support to participants in the program.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-23 |
Reach out to this advisor