Best Investors
Account
Sign in
Best Investors
Account
Sign in
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-01 |
Branch Locations
1435 Anacapa Street, Santa Barbara, CA 93101 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Coast Financial, Llc | Santa Barbara | CA | 03/2021 | 04/2025 |
| Ups | South Lake Tahoe | CA | 12/2020 | 03/2021 |
| Unemployed | South Lake Tahoe | CA | 09/2020 | 12/2020 |
| Kern River Outfitters | Wofford Heights | CA | 06/2020 | 09/2020 |
| Oregon State University | Corvallis | OR | 09/2017 | 08/2020 |
| Unemployed | Lake Oswego | OR | 03/2016 | 09/2017 |
| Cerity Partners Llc | New York | NY | 04/2025 | Present |
1) Business: Momentum River Expeditions, Inc. Investment-related: No Address: Ashland, OR Nature of Business: River Rafting Position/Title: River Rafting Guide Start Date: 5/10/2025 Number of Hours: 25 hours per month outside of securities trading hours Duties: River Rafting Guide
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
Reach out to this advisor