Best Investors
Account
Sign in
Best Investors
Account
Sign in
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-27 |
Branch Locations
950 Tower Lane Suite 1800, Foster City, CA 94404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interviewing | Los Angeles | CA | 09/2017 | 12/2017 |
| Axa-Advisors, Llc | New York | NY | 12/2017 | 04/2018 |
| Morgan Stanley Private Bank, N.A. | Los Angeles | CA | 06/2018 | 03/2019 |
| Raymond James &Amp; Associates, Inc. | Los Angeles | CA | 04/2019 | 06/2021 |
| Duke Fuqua School Of Business | Durham | NC | 07/2021 | 05/2023 |
| Wells Fargo Securities, Llc | San Francisco | CA | 06/2023 | 11/2024 |
| Credit Suisse Securities | New York | NY | 06/2022 | 08/2022 |
| Unemployed | Charlotte | NC | 12/2024 | 07/2025 |
| Ieq Capital, Llc | Foster City | CA | 07/2025 | Present |
| Unemployed | Los Angeles | CA | 06/2016 | 12/2016 |
| Morgan Stanley | Los Angeles | CA | 01/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
| S66 | Uniform Combined State Law Examination | 2018-03-25 |
Reach out to this advisor