Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-19 |
| AZ | RA | APPROVED | 2026-05-04 |
| NY | RA | APPROVED | 2026-04-29 |
| TX | RA | APPROVED | 2026-04-29 |
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 |
|---|---|---|---|---|
| Edelman Financial Engines | Santa Clara | CA | 04/2026 | Present |
| Buffalo Police Department | Buffalo | NY | 11/2016 | 04/2026 |
| Noco Energy Crop | Tonawanda | NY | 12/2015 | 11/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-04 |
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
Reach out to this advisor