Best Investors
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Account
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455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-01-03 |
| NY | RA | APPROVED | 2022-12-13 |
| TX | RA | APPROVED | 2022-12-13 |
Branch Locations
810 Seventh Avenue Suite 615, New York, NY 10019 • United States
455 Market Street Ste. 1450, San Francisco, CA 94105-2442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vodia Capital, Llc | Lincoln | MA | 03/2018 | 12/2022 |
| Lavan Inc. | New York | NY | 09/2015 | 02/2018 |
| Robertson Stephens Wealth Management, Llc | New York | NY | 12/2022 | Present |
| Tdo Capital, Llc. | New York | NY | 09/2014 | Present |
| Vodia Ventures Ii, Llc | Lincoln | MA | 03/2018 | 01/2024 |
(1) TDO CAPITAL, LLC; ADDRESS OF OBA: 462 7th AVE, 12th FLOOR, NEW YORK, NY 10018; NATURE: REAL ESTATE INVESTMENT FIRM; INVESTMENT RELATED: YES; TITLE WITH OBA: PARTNER; DUTIES: PARTICIPATE IN COMMERCIAL REAL ESTATE TRANSACTIONS IN THE NEW YORK AREA, INCLUDING NOTE PURCHASES, BRIDGE FINANCING AND FEE AQUISITIONS; START DATE: 09/2014; APPROX. NUMBER OF HOURS/MONTH: 2-8; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2) Gerson Lehrman Group, Inc., Address: 60 East 42nd St, 3rd Fl, New York, NY 10165; not investment-related; Nature: Consulting, Expert Network; Title: Consultant; Start date: 08/2026; Approximately 1% of my time devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-20 |
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