Best Investors
Account
Sign in
710 Lakeway Drive Suite 200, Sunnyvale, CA 94085 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-30 |
Branch Locations
710 Lakeway Drive, Suite 200, Sunnyvale, CA 94085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordian Investments, Llc. | Walnut Creek | CA | 02/2018 | 10/2021 |
| Oxford Economics Usa, Inc. | San Francisco | CA | 08/2016 | 03/2018 |
| Mission Capital Advisors Inc | San Francisco | CA | 01/2018 | 10/2021 |
| Alumni Ventures Group | New York | NY | 10/2021 | 06/2022 |
| Independent Brokerage Solutions Llc | New York | NY | 10/2021 | 06/2022 |
| Mission Capital Advisors Inc | Sunnyvale | CA | 06/2022 | Present |
| Mission Capital Advisors Inc | Sunnyvale | CA | 05/2024 | Present |
1) NOB: MISSION CAPITAL ADVISORS INC. TITLE: CONSULTANT, Consulting Business, 710 Lakeway Drive, Suite 200, Sunnyvale, CA 94085. START DATE 06/2022, Mission Capital Advisors Inc., operates a research and consulting business separate and distinct from the Firm's advisory services that provides general guidance on management, operations, and strategy to his consulting clients. The advice is non-discretionary in nature and does not include continuous management or supervision over securities portfolios and compensation is set via hourly billings or a monthly retainer and is independent of "success" criteria. Hours devoted to the business during securities trading hours and on a monthly basis vary according to the nature of the project or retainer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S66 | Uniform Combined State Law Examination | 2011-02-26 |
Reach out to this advisor