Best Investors
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Account
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600 California Street 11Th Floor, San Francisco, CA 94108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-28 |
| TX | RA | APPROVED | 2026-01-28 |
Branch Locations
600 California Street 11Th Floor, San Francisco, CA 94108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Of The Rockies | Estes Park | CO | 05/2019 | 07/2019 |
| Outside Magazine | Boulder | CO | 01/2021 | 03/2023 |
| Lifetime Fitness | Bloomfield Hills | MI | 12/2017 | 08/2018 |
| Franklin Juice | Nashville | TN | 10/2019 | 12/2020 |
| Tga Premier Sports | Bloomfield Hills | MI | 10/2016 | 05/2017 |
| Carson Group | Omaha | NE | 08/2022 | 06/2024 |
| Student | East Lansing | MI | 08/2018 | 05/2022 |
| Student | Bloomfield Hills | MI | 09/2010 | 06/2018 |
| Cwm, Llc | Omaha | NE | 05/2023 | 10/2025 |
| Pesta & Pesta Wealth Management | Cupertino | CA | 08/2024 | 10/2025 |
| The Financial Zen Group | San Francisco | CA | 11/2025 | Present |
| The Financial Zen Group | San Francisco | CA | 11/2025 | Present |
| Student | Bloomfield Hills | MI | 12/2015 | 06/2018 |
photography $200 a photo session. usually one session per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
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