Best Investors
Account
Sign in
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Saint Petersburg | FL | 06/2026 | Present |
| Vanderbilt University | Nashville | TN | 08/2025 | 05/2026 |
| Hart Middle School | Pleasanton | CA | 07/2013 | 06/2017 |
| Foothill High School | Pleasanton | CA | 07/2017 | 06/2021 |
| Northern California Referee Association | Pleasanton | CA | 05/2016 | 05/2019 |
| Polo Ralph Lauren | Livermore | CA | 02/2020 | 12/2020 |
| Doordash | Danville | CA | 01/2021 | 12/2022 |
| The North Face | Livermore | CA | 06/2022 | 08/2022 |
| University Of California, Riverside | Riverside | CA | 09/2021 | 07/2025 |
| Vaquero Capital Llc | San Francisco | CA | 07/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-01 |
Reach out to this advisor