Best Investors
Account
Sign in
Best Investors
Account
Sign in
53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-03-12 |
Branch Locations
53 State Street 23Rd Floor, Boston, MA 02109-2820 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Washington D.C. | DC | 04/2013 | 02/2017 |
| Pearl Investment Partners, Llc | Washington | DC | 05/2017 | 12/2019 |
| Shepherd Kaplan Llc | Boston | MA | 01/2020 | Present |
1) Institute for Trading and Portfolio Management; Investment Related; London, UK; Investment Education and Mentoring; Consultant/Mentor; 05/2017; 10 hours a month; 0 hours a month during trading; Work as a consultant to the investment and portfolio management education company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-08 |
| S66 | Uniform Combined State Law Examination | 2013-06-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-27 |
Reach out to this advisor