Best Investors
Account
Sign in
Carlsbad, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vindex Capital Management, Llc | Carlsbad | CA | 03/2026 | Present |
| Vindex Accounting, Pc. | Carlsbad | CA | 03/2026 | Present |
| Vindex Holdings, Llc | Carlsbad | CA | 03/2026 | Present |
| Walmart Inc. | Oceanside | CA | 01/2026 | 02/2026 |
| Alvarez & Marsal | Los Angeles | CA | 07/2025 | 10/2025 |
| Pricewaterhousecoopers (Pwc) | Seattle | WA | 07/2024 | 06/2025 |
| Pricewaterhousecoopers (Pwc) | Seattle | WA | 01/2024 | 06/2024 |
| Unemployed | Scottsdale | AZ | 06/2023 | 12/2023 |
| Gonzaga University | Scottsdale | AZ | 08/2019 | 05/2023 |
| Pricewaterhousecoopers (Pwc) | Seattle | WA | 06/2022 | 08/2022 |
| Kiewit Corporation | Federal Way | WA | 05/2021 | 08/2021 |
| Postmates | Scottsdale | AZ | 05/2019 | 07/2019 |
| Rancho Solano Prepatory School | Scottsdale | AZ | 08/2018 | 05/2019 |
| St. Thomas Aquinas Css | Oakville | 09/2015 | 06/2018 | |
| Kiewit Corporation | Scottsdale | AZ | 06/2020 | 08/2020 |
| Unemployed | Los Angeles | CA | 11/2025 | 12/2025 |
| Unemployed | Scottsdale | AZ | 07/2018 | 07/2018 |
Member of Vindex Holdings, LLC. Not investment related. Address: 166 Cherry Ave. Carlsbad, CA 92008. Holding company for Vindex Capital Management. Start date 03/2026. Devotes approximately 5 hours per month and 0 during trading hours. Principal and Owner of Vindex Accounting, PC. Not investment related. Address: 166 Cherry Ave. Carlsbad, CA 92008. Provides tax compliance and preparation, bookkeeping, payroll services, financial statement preparation, and tax and business advisory services. Start date 03/2026. Devotes approximately 80 hours per month and 40 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-28 |
Reach out to this advisor