Best Investors
Account
Sign in
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-04 |
Branch Locations
One Embarcadero Center Ste 2530, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Advantage, Inc. | Walnut Creek | CA | 05/2023 | 03/2025 |
| First Republic | Walnut Creek | CA | 05/2019 | 05/2023 |
| Park Tavern | San Francisco | CA | 07/2013 | 05/2019 |
| California State East Bay | Hayward | CA | 01/2016 | 12/2018 |
| City College Of San Francisco | San Francisco | CA | 01/2010 | 01/2018 |
| Conquis Financial Llc | Millbrae | CA | 03/2025 | 04/2026 |
| Baker Avenue Asset Management Lp | San Francisco | CA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
Reach out to this advisor