Best Investors
Account
Sign in
Best Investors
Account
Sign in
535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-01 |
Branch Locations
535 Middlefield Road Suite 160, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bay School Of San Francisco | San Francisco | CA | 06/2016 | 08/2020 |
| Ocean Shore Elementary School | Pacifica | CA | 04/2014 | 06/2016 |
| Equitable Advisors, Llc | New York | NY | 04/2024 | 04/2025 |
| City Of Pacifica | Pacifica | CA | 01/2016 | 01/2017 |
| Webster Woodworking | Pacifica | CA | 04/2020 | 09/2021 |
| Rosalind Bakery | Pacifica | CA | 05/2021 | 09/2021 |
| Creative Eye Framing And Gallery | Denver | CO | 09/2021 | 06/2022 |
| Oxide Motors Llc | Denver | CO | 10/2021 | 09/2022 |
| Sparklabs Foundry | Pleasanton | CA | 06/2022 | 09/2022 |
| Faction Technology | South San Francisco | CA | 06/2022 | 05/2023 |
| Brandwatch | New York | NY | 05/2023 | 09/2023 |
| University Of Denver | Denver | CO | 09/2020 | 05/2024 |
| Opes Wealth Management, Llc | Menlo Park | CA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-25 |
Reach out to this advisor