Best Investors
Account
Sign in
333 South Hope Street 55Th Floor, Los Angeles, CA 90071-1406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-07 |
Branch Locations
12711 N. Meridian Street, Carmel, IN 46032 • United States
399 Park Ave., 39Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maderas Golf Club | Poway | CA | 11/2018 | 01/2020 |
| Seminole Dining | Tallahassee | FL | 09/2017 | 06/2018 |
| Northwestern Mutual | Tallahassee | FL | 05/2017 | 07/2017 |
| Office Of Attorney General | Tallahassee | FL | 07/2015 | 04/2017 |
| Sprott Global Resource Investments Ltd/Sprott Asset Mgmt. Usa | Carlsbad | CA | 02/2019 | 10/2020 |
| Florida State University | Tallahassee | FL | 05/2014 | 05/2018 |
| Unemployed | Palm City | FL | 06/2018 | 11/2018 |
| Unemployed | Largo | FL | 10/2020 | 02/2021 |
| Assetmark, Inc. / Assetmark Brokerage, Llc | Concord | CA | 02/2021 | 03/2024 |
| Capital Group / Capital Client Group, Inc. | New York | NY | 08/2025 | Present |
| Unemployed | Brooklyn | NY | 01/2025 | 08/2025 |
| Osborne Partners Capital Management | San Francisco | CA | 04/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-21 |
Reach out to this advisor