Best Investors
Account
Sign in
Best Investors
Account
Sign in
12430 Nevada City Highway, Grass Valley, CA 95945 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-03 |
Branch Locations
12430 Nevada City Highway, Grass Valley, CA 95945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Era Lounge | Nevada City | CA | 10/2015 | 06/2020 |
| Sierra Starlight Insurance Services | Nevada City | CA | 08/2020 | 12/2021 |
| Kroeger Financial Partners | Grass Valley | CA | 02/2021 | Present |
| Kroeger Financial Partners | Grass Valley | CA | 02/2021 | Present |
| Kroeger Financial Partners | Grass Valley | CA | 07/2024 | Present |
Sierra Roots; whether the business is investment-related: No; PO Box 2086, Nevada City, CA 95959; the nature of the other business: Direct support for the unhoused community, 501c3; your position: Treasurer (volunteer); the start date of your relationship: December 17, 2025; the approximate number of hours/month you devote to the other business: 8; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Review COO financial reports. Handle bill payments, deposit donations, serve as voting member of the Board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-08 |
Reach out to this advisor