Best Investors
Account
Sign in
Best Investors
Account
Sign in
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
Branch Locations
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allworth Financial, L.P. | Folsom | CA | 07/2023 | Present |
| Ey | Houston | TX | 07/2020 | 06/2023 |
| Ohio State | Columbus | OH | 09/2017 | 12/2019 |
| Klein Isd | Klein | TX | 02/2020 | 03/2020 |
| Battelle | Columbus | OH | 04/2020 | 05/2020 |
| Unemployed | Spring | TX | 06/2020 | 07/2020 |
| Graystone Consulting | Columbus | OH | 01/2017 | 04/2017 |
| Covariance Capital Management | Houston | TX | 05/2017 | 08/2017 |
| Cook Street Consulting | Geenwood Village | CO | 05/2018 | 07/2018 |
| Diamond Hill Capital Management | Columbus | OH | 05/2019 | 08/2019 |
| Ohio State | Columbus | OH | 08/2016 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
Reach out to this advisor