Best Investors
Account
Sign in
234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-27 |
Branch Locations
234 1St Street, San Francisco, CA 94105 • United States
5335 Gate Pkwy 5Th Floor, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon Capital Markets, Llc | New York | NY | 08/2017 | 05/2019 |
| Bny Mellon | New York | NY | 10/2015 | 05/2019 |
| Bbva Securities Inc. | New York | NY | 11/2021 | 05/2022 |
| Bbva Ny Branch | New York | NY | 11/2021 | 05/2022 |
| Federal Reserve Bank Of New York | New York | NY | 06/2019 | 04/2020 |
| Unemployed | New York | NY | 04/2020 | 09/2020 |
| Tsr Consulting Services Inc. (Client: Etrade) | New York | NY | 09/2020 | 12/2020 |
| Insight Global Llc (Client: Bank Leumi) | New York | NY | 01/2021 | 02/2021 |
| The Judge Group (Client: Guidehouse) | New York | NY | 02/2021 | 11/2021 |
| Cadaret Grant & Co., Inc. | Syracuse | NY | 05/2022 | 08/2025 |
| Sofi Technologies | Jacksonville | FL | 10/2025 | Present |
| Sofi Securities Llc | Jacksonville | FL | 03/2026 | Present |
| Sofi Wealth Llc | Jacksonville | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-26 |
Reach out to this advisor