Best Investors
Account
Sign in
Westlake Village, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
| CT | RA | APPROVED | 2025-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global X Management Company Llc | Newark | NJ | 09/2023 | 02/2025 |
| Foreside Fund Services, Llc | Newark | NJ | 09/2023 | 10/2023 |
| Arthur J Gallagher Risk Management Services | Glendale | CA | 06/2022 | 05/2023 |
| Boise State University | Boise | ID | 08/2020 | 06/2022 |
| University Of Arizona | Tucson | AZ | 08/2017 | 08/2020 |
| Oak Park High School | Oak Park | CA | 08/2013 | 08/2017 |
| Unemployed | Sherman Oaks | CA | 05/2023 | 09/2023 |
| Foreside Fund Services, Llc | Newark | NJ | 11/2023 | 02/2025 |
| Soundhaven Capital Management (Org Id: 170821) | Westlake Village | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-06 |
Reach out to this advisor