Best Investors
Account
Sign in
Best Investors
Account
Sign in
1185 Avenue Of The Americas Suite 319, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-25 |
| NY | RA | APPROVED | 2022-02-25 |
Branch Locations
601 Montgomery Street Suite #1212, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accenture | San Francisco | CA | 01/2014 | 04/2020 |
| Kgk Capital Advisors | Oakland | CA | 05/2020 | 05/2021 |
| Lure Life Inc. | Oakland | CA | 11/2020 | Present |
| Westfuller Advisors | San Francisco | CA | 11/2021 | Present |
Lure Life, Inc. The business is not investment-related. The address is 1026 Broad Street, Unit 28 #152, Shrewsbury, NJ 07702. The nature of the other business is wellness. The position/title held is Co-Founder and Chief Revenue Officer. The start date of the relationship is November 2021. The approximate number of hours per month devoted to the other business is 128 hours/month. The number of hours devote to the other business during securities trading hours is 2 hours/day. Duties include managing finances, investors, communications, strategy and growth.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-28 |
Reach out to this advisor