Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-07 |
Branch Locations
Newport Beach, CA • United States
155 Bovet Road, Suite 725, San Mateo, CA 94402 • United States
9940 Research Drive Suite 200, Irvine, CA 92618 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 06/2016 | 03/2017 |
| Bank Of America, N.A. | Chicago | IL | 06/2016 | 03/2017 |
| Unemployed | Oak Lawn | IL | 03/2017 | 04/2017 |
| Jp Morgan Securities Llc | Chicago | IL | 04/2017 | 10/2018 |
| Cantor Fitzgerald & Co. | Newport | CA | 11/2018 | 11/2020 |
| Cantor Fitzgerald Investment Advisors Lp | Newport | CA | 11/2018 | 11/2020 |
| Great Point Capital, Llc | Chicago | IL | 11/2020 | 11/2021 |
| Emerson Equity,Llc | San Mateo | CA | 11/2021 | 07/2023 |
| Perch Wealth | Irvine | CA | 11/2021 | 12/2023 |
| Arkadios Capital | Atlanta | GA | 07/2023 | 12/2023 |
| Arkadios Wealth Advisers | Atlanta | GA | 07/2023 | 12/2023 |
| Emerson Equity Llc | San Mateo | CA | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-24 |
Reach out to this advisor