Best Investors
Account
Sign in
New York, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-06 |
| NY | RA | APPROVED | 2026-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macquarie Capital | New York | NY | 07/2017 | 07/2021 |
| The Carlyle Group | New York | NY | 07/2021 | 11/2022 |
| Columbia University | New York | NY | 09/2013 | 05/2017 |
| Ampla Technologies Inc | New York | NY | 12/2022 | 06/2024 |
| Fidelity National Information Services, Inc. | New York | NY | 07/2024 | 09/2025 |
| Attuned Wealth Llc | New York | NY | 07/2026 | Present |
| Unemployed | New York | NY | 10/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-30 |
Reach out to this advisor