Best Investors
Account
Sign in
2624 Eagle Ave., Alameda, CA 94501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Futureadvisor, Inc. | San Francisco | CA | 02/2015 | 05/2018 |
| Fireside Finances, Llc | Alameda | CA | 08/2018 | Present |
| United States Coast Guard Reserve | Seattle | WA | 07/2017 | 08/2025 |
| Us Coast Guard Academy | New London | CT | 08/2019 | 10/2021 |
| Uc Berkeley, Haas School Of Business | Berkeley | CA | 08/2023 | Present |
UC Berkeley, Haas School of Business, Faculty Member teaching Personal Finance; not investment related; started 8/2023; approximately 50% of time spent on this activity, Some of these hours during trading hours.
Reach out to this advisor