Best Investors
Account
Sign in
950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
Branch Locations
950 Tower Lane Suite 1050, Foster City, CA 94404 • United States
2255 Glades Road Suite 210E, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Team Hewins, Llc | Boca Raton | FL | 07/2024 | Present |
| Tci Wealth Advisors | Tucson | AZ | 01/2024 | 05/2024 |
| Take Charge Cats (University Of Arizona) | Tucson | AZ | 07/2022 | 05/2024 |
| University Of Arizona | Tucson | AZ | 10/2022 | 05/2024 |
| Ra Sushi | Tucson | AZ | 02/2022 | 09/2022 |
| Vanguard | Scottsdale | AZ | 05/2023 | 08/2023 |
| Bourgeon Capital Management | Darien | CT | 05/2022 | 08/2022 |
| Effiecent Heating & Cooling | Stamford | CT | 05/2021 | 08/2021 |
| Awesome Toys | Stamford | CT | 03/2019 | 06/2020 |
| University Of Arizona | Tucson | AZ | 08/2020 | 05/2024 |
| Unemployed | Stamford | CT | 12/2014 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
Reach out to this advisor