Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-16 |
| TX | RA | APPROVED | 2024-12-12 |
Branch Locations
100 Pine Street Suite 2125, San Francisco, CA 94111 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polaris Greystone | San Rafael | CA | 01/2014 | 03/2017 |
| Golub Group | San Mateo | CA | 04/2017 | 08/2019 |
| Destination Wealth Management | Walnut Creek | CA | 09/2019 | 05/2023 |
| Parallel Advisors, Llc | San Francisco | CA | 10/2023 | 12/2024 |
| Unemployed | San Francisco | CA | 06/2023 | 09/2023 |
| Mercer Global Advisors Inc. | San Francisco | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
Reach out to this advisor