Best Investors
Account
Sign in
Best Investors
Account
Sign in
101 Mission Street, Suite 1750, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-14 |
Branch Locations
101 Mission Street, Suite 1750, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 05/2010 | 04/2018 |
| Personal Financial Consultants, Inc. | Lafayette | CA | 04/2018 | 08/2019 |
| Ep Wealth Advisors | Torrance | CA | 08/2019 | 12/2019 |
| Brio Financial Group | San Francisco | CA | 06/2020 | 08/2020 |
| Unemployed | San Francisco | CA | 01/2020 | 06/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2021 | 04/2025 |
| Unemployed | Oakland | CA | 08/2020 | 04/2021 |
| Mission Creek Capital Partners | San Francisco | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-05 |
Reach out to this advisor