Best Investors
Account
Sign in
261 Hamilton Ave., Palo Alto, CA 94301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthfront Brokerage Llc | Palo Alto | CA | 07/2024 | Present |
| Unified National Mortgage Llc | San Rafael | CA | 03/2023 | 07/2024 |
| Self-Employment | Ithaca | NY | 05/2022 | 03/2023 |
| Cornell University | Ithaca | NY | 11/2021 | 05/2022 |
| Berkeley City College | Berkeley | CA | 10/2020 | 11/2021 |
| Fuzzy Pet Health | San Francisco | CA | 09/2019 | 10/2020 |
| Elation Health | San Francisco | CA | 08/2018 | 09/2019 |
| Paw Print | San Francisco | CA | 05/2018 | 08/2018 |
| Blue Goji | Berkeley | CA | 05/2017 | 05/2018 |
| Uc Berkeley | Berkeley | CA | 05/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-18 |
Reach out to this advisor