Best Investors
Account
Sign in
3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-08 |
| PA | RA | APPROVED | 2026-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Boston | MA | 05/2022 | 06/2026 |
| Neshaminy High School | Langhorne | PA | 09/2014 | 06/2018 |
| Pace University | New York | NY | 09/2018 | 05/2022 |
| Rx Medical Dynamics | New York | NY | 09/2020 | 11/2020 |
| Dublin Deck Bar & Grill | Patchogue | NY | 06/2018 | 08/2019 |
| Cobble & Co Restaurant | New York | NY | 04/2021 | 09/2021 |
| Edelman Financial Engines | Santa Clara | CA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
Reach out to this advisor