Best Investors
Account
Sign in
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp | Milpitas | CA | 09/2021 | 05/2023 |
| Chargepoint | Campbell | CA | 07/2019 | 05/2021 |
| San Jose State University | San Jose | CA | 10/2018 | 05/2019 |
| Edward Jones | Santa Clara | CA | 03/2024 | 12/2025 |
| San Jose State University | San Jose | CA | 08/2015 | 05/2021 |
| Unemployed | San Jose | CA | 08/2015 | 05/2021 |
| Unemployed | San Jose | CA | 06/2023 | 03/2024 |
| Blaze Pizza Llc | San Jose | CA | 08/2015 | 09/2019 |
| Unemployed | San Jose | CA | 05/2021 | 09/2021 |
| Integrity Advisory Solutions, Llc | San Jose | CA | 02/2026 | Present |
1. American Academy of Wealth; Investment related- Yes; 9444 Balboa Avenue San Diego, CA 92123; The law office I work for is affiliated; I'm the employee of an office affiliated with AAEPA and AAW; Start Date- 01/05/2026; 1 hour per month; 1 hour per month during trading hours; I am an investment advisor for the clients of Litherland, Kennedy & Associates which is affiliated with this OBA. 2. Litherland, Kennedy & Associates; Investment related - Yes; 3425 S Bascom Ave #240 San Jose, CA 95008; Litherland, Kennedy & Associates is an estate attorney office. I have been hired as an investment advisor to the clients; Employee; Start date- 01/05/2026; 170 hours per month; 170 hours per month during trading hours; My job is to understand clients' financial needs and goals then apply investment advice and asset allocation to help achieve what they're looking for.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
Reach out to this advisor