Best Investors
Account
Sign in
Best Investors
Account
Sign in
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Napa Wealth Management, Incorporated | Napa | CA | 08/1997 | Present |
| Nwm Fund Group, Llc | Napa | CA | 12/2013 | 12/2019 |
| The Mather Group, Llc | Napa | CA | 11/2025 | Present |
1. NAME OF THE OTHER BUSINESS: BULLDOG VINEYARDS, LLC; WHETHER THE BUSINESS IS INVESTMENT-RELATED: NO; ADDRESS: 2290 DRY CREEK ROAD, NAPA, CA 94558; NATURE OF THE OTHER BUSINESS: VINEYARD; GRAPE AND WINE SALES; YOUR POSITION, TITLE, OR RELATIONSHIP WITH THE OTHER BUSINESS: OWNER/MEMBER; START DATE OF YOUR RELATIONSHIP: JANUARY 2021; APPROXIMATE NUMBER OF HOURS/ MONTHS YOU DEVOTE TO THE OTHER BUSINESS: 10; NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0; DUTIES RELATING TO THE OTHER BUSINESS: COLLABORATING WITH OUR VINEYARD MANAGER AND WINEMAKER, HOSTING GUESTS FOR WINE TASTINGS ON WEEKENDS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-05-21 |
Reach out to this advisor