Best Investors
Account
Sign in
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-18 |
| NJ | RA | APPROVED | 2025-04-22 |
| CA | RA | APPROVED | 2025-04-03 |
Branch Locations
331 Newman Springs Road One River Center, Building 3, Suite 213, Red Bank, NJ 07701 • United States
1875 Century Park East Suite 950, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | Jersey City | NJ | 07/2019 | 02/2022 |
| Goldman Sachs | Salt Lake City | UT | 05/2018 | 08/2018 |
| Morgan Stanley | New York | NY | 05/2017 | 08/2017 |
| Boston College - Massachusetts | Chestnut Hill | MA | 08/2015 | 05/2019 |
| Lido Advisors, Llc | Red Bank | NJ | 12/2024 | Present |
| Addepar | New York | NY | 04/2022 | 05/2023 |
| Addepar | London | 05/2023 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-31 |
Reach out to this advisor