Best Investors
Account
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Best Investors
Account
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234 1St Street, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
Branch Locations
860 Washington Street 2Nd Floor, New York, NY 10014 • United States
234 1St Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs | New York City | NY | 07/2024 | 07/2025 |
| Goldman Sachs | New York | NY | 12/2023 | 07/2024 |
| Goldman Sachs | Salt Lake City | UT | 07/2022 | 12/2023 |
| Arg Survey Services | Buffalo | NY | 10/2018 | 12/2019 |
| Paul's Daughter | Brooklyn | NY | 10/2017 | 10/2018 |
| Home Depot | Buffalo | NY | 02/2019 | 03/2020 |
| University | Buffalo | NY | 08/2019 | 08/2023 |
| Work And School | Buffalo | NY | 06/2020 | 05/2021 |
| School | Brooklyn | NY | 09/2008 | 10/2017 |
| Keybank | Buffalo | NY | 05/2021 | 08/2021 |
| Measured Risk Portfolios | San Diego | CA | 08/2025 | 12/2025 |
| Sofi Wealth Llc | New York | NY | 12/2025 | Present |
| Sofi Securities Llc | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-24 |
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