Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-29 |
Branch Locations
1302 W Milham Avenue, Portage, MI 49024 • United States
1582 Moffett St Ste A, Salinas, CA 93905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia University | New York | NY | 08/2013 | 06/2017 |
| Ibm | New York | NY | 06/2017 | 03/2018 |
| Unemployed | New York | NY | 03/2018 | 07/2018 |
| Anacap Financial Partners | London | 06/2019 | 08/2019 | |
| London Business School | London | 07/2018 | 09/2019 | |
| Gemdale Usa | Pasadena | CA | 09/2019 | 03/2020 |
| Woodside Food Group Llc | Menlo Park | CA | 03/2020 | 09/2022 |
| Credit Europe Bank N.V. | Amsterdam | 09/2022 | 07/2023 | |
| Amazon | Seattle | WA | 05/2024 | 08/2024 |
| University Of Southern California | Los Angeles | CA | 07/2023 | Present |
| Pfs Investments Inc. | Salinas | CA | 10/2025 | Present |
| Primerica Financial Services | Salinas | CA | 07/2025 | Present |
| Drake Financial Group | Portage | MI | 11/2025 | Present |
Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. As of 11/06/2025 these sales activities will be conducted under the D/B/A of Drake Financial Group. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. Woodside Advisory Group LLC: non-investment related, Menlo Park, CA 94025, Market Research Business, Owner, 09/2023, 8 hours per month (8 hours per month during securities trading hour), consulting & market research services for retailers in Turkey wanting to establish business in the USA West Riverside LLC; investment related, New York, New York 10017; Real estate investment company, Co-owner, 07/2018, 4 hours per month (4 hours per month during securities trading hour) oversee administrative tasks (tenant requests, repairs, collecting rent, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
Reach out to this advisor