Best Investors
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5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-27 |
Branch Locations
5404 Wisconsin Ave Ste. 330, Chevy Chase, MD 20815 • United States
8910 University Center Lane Suite 11-113, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | La Jolla | CA | 09/2018 | 02/2021 |
| Century Bank | Albuquerque | NM | 01/2018 | 08/2018 |
| Concordia University | Montreal | 09/2017 | 12/2017 | |
| Century Bank | Albuquerque | NM | 05/2017 | 08/2017 |
| The Rave Lab- Research Lab At Unm | Albuquerque | NM | 01/2016 | 05/2017 |
| Associated Students Of The University Of New Mexico | Albuquerque | NM | 08/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2021 | 07/2021 |
| Goldman Sachs Pfm | San Diego | CA | 07/2021 | 10/2023 |
| Tritonpoint Wealth, Llc | La Jolla | CA | 10/2023 | Present |
| Tritonpoint Partners, Llc | La Jolla | CA | 10/2023 | Present |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
1.) TRITON POINT WEALTH - 10/6/23 - 4225 Executive Square, Suite 1220, La Jolla, CA 92037 - Senior Assoc/Relationship Manager, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TRITON POINT PARTNERS - 10/6/23 - 4225 Executive Square, Suite 1220, La Jolla, CA 92037 - Relationship Manager, Financial Planning, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) THE LEADERS GROUP INC - 05/07/2025 - 475 Springfield Avenue, Summit, NJ 07901 - Registered Representative - Broker-Dealer - Invt Rel- 10hrs/mo; 2-3hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
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