Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
200 Pringle Avenue Suite 555, Walnut Creek, CA 94596 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Inc. | Walnut Creek | CA | 05/2026 | Present |
| Amwins | Tampa | FL | 05/2023 | 07/2023 |
| Dick's Sporting Goods | Louisville | KY | 05/2022 | 08/2022 |
| Louisville Title Agency | Louisville | KY | 05/2021 | 08/2021 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2024 |
| Trinity High School | Louisville | KY | 08/2016 | 05/2020 |
| Clarivise Private Wealth | Alpharetta | GA | 07/2024 | 10/2025 |
| Bedell Frazier Investment Counselling | Walnut Creek | CA | 10/2025 | 05/2026 |
| Capital Planning Advisors Llc | Roseville | CA | 02/2026 | 05/2026 |
Bedell Frazier Investment Counselling, LLC; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 10/2025; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
Reach out to this advisor