Best Investors
Account
Sign in
Best Investors
Account
Sign in
1541 The Alameda Suite B, San Jose, CA 95126-2311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
1541 The Alameda Suite B, San Jose, CA 95126-2311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Advisory Services, Llc | San Jose | CA | 01/2014 | Present |
| Koehler & Associates, Cpas | San Jose | CA | 03/2000 | Present |
| Dynamic Wealth Strategies, Llc | San Jose | CA | 06/2013 | 03/2022 |
| Sterling K Properties, Llc | San Jose | CA | 05/2009 | Present |
(1) TAX PREPARER FOR KOEHLER & ASSOCIATES, CPAS SINCE 03/2000 AS DISCLOSED IN EMPLOYMENT HISTORY; (2) INVESTMENT ADVISOR REPRESENTATIVE FOR STERLING ADVISORY SERVICES LLC SINCE 02/2014, INVESTMENT RELATED AS DISCLOSED IN EMPLOYMENT HISTORY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-13 |
Reach out to this advisor