Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
| VA | RA | APPROVED | 2018-11-01 |
Branch Locations
4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Vienna | VA | 05/2011 | 06/2018 |
| Usaa Financial Advisors, Inc. | Vienna | VA | 05/2011 | 06/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 06/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 06/2018 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 06/2018 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | Present |
1) Martini Homes, Co; INVESTMENT RELATED: No; ADDRESS: 41181 Turkey Oak Dr., Aldie, VA 20105; NATURE: Real Estate; POSITION: CFO; START DATE: 02/15/2024; NUMBER OF HOURS/MONTH: 06 Hrs.; HOURS/MNTH DURING SECURITIES TRADING HOURS: 0 Hrs.; DUTIES: Bookkeeping and tax prep.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-18 |
Reach out to this advisor