Best Investors
Account
Sign in
Best Investors
Account
Sign in
595 Coombs Street, Napa, CA 94559 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-04 |
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delegate Advisors, Llc | Chapel Hill | NC | 12/2012 | 08/2018 |
| 5T Wealth, Llc | Napa | CA | 09/2018 | Present |
Melior Inc.; Advisor; Investment related: No; Location: PO Box 822241 Vancouver WA 98682; Responsibilities Duties: Advise the CEO and COO on financial matters.; Start date: 2026-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-12 |
Reach out to this advisor