Best Investors
Account
Sign in
235 Pine St Suite 1225, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED_RES | 2022-10-13 |
| FL | RA | APPROVED | 2018-10-25 |
| CA | RA | APPROVED | 2018-10-22 |
Branch Locations
235 Pine St Suite 1225, San Francisco, CA 94104 • United States
Ligonier, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veritable, Lp | San Francisco | CA | 10/2012 | 10/2018 |
| Vernal Point Advisors, Llc | San Francisco | CA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-13 |
Reach out to this advisor