Best Investors
Account
Sign in
Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-27 |
| NJ | RA | APPROVED | 2023-09-29 |
| FL | RA | APPROVED | 2021-11-17 |
| NY | RA | APPROVED | 2021-08-16 |
| SC | RA | APPROVED | 2020-08-24 |
| MA | RA | APPROVED | 2019-12-24 |
| VT | RA | APPROVED | 2017-11-15 |
| CT | RA | APPROVED | 2017-10-18 |
| NH | RA | APPROVED | 2017-10-18 |
| RI | RA | APPROVED | 2017-10-16 |
Branch Locations
200 Summit Drive Suite 430, Burlington, MA 01803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barcelona Wine Bar | West Hartford | CT | 02/2015 | 03/2017 |
| Blue Paddle Bistro | South Hero | VT | 03/2017 | Present |
| Valic Financial Advisors, Inc. | Winooski | VT | 08/2017 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Uber | San Francisco | CA | 06/2023 | 03/2024 |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-05 |
Reach out to this advisor