Best Investors
Account
Sign in
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-04 |
| MA | RA | APPROVED | 2026-05-19 |
| MD | RA | APPROVED | 2026-04-20 |
| NY | RA | APPROVED | 2026-04-20 |
| RI | RA | APPROVED | 2026-04-20 |
| CA | RA | APPROVED | 2026-04-02 |
Branch Locations
2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2016 | 12/2016 |
| Eaton Vance Management | Boston | MA | 01/2016 | 12/2016 |
| Invesco Distributors, Inc. | Boston | MA | 01/2017 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 10/2025 |
| Vestmark | Wakefield | MA | 12/2019 | 05/2021 |
| Mineraltree, Inc. | Boston | MA | 06/2021 | 10/2023 |
| Kestra Advisory Services, Llc | Westwood | MA | 10/2025 | 03/2026 |
| Kayne Anderson Rudnick Investment Management, Llc | Los Angeles | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
Reach out to this advisor