Best Investors
Account
Sign in
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parallel Advisors, Llc | San Francisco | CA | 02/2011 | 12/2017 |
| Farther Securities, Llc | New York | NY | 05/2026 | Present |
| Unemployed | San Francisco | CA | 01/2018 | 12/2019 |
| Farther Finance Advisors, Llc | San Francisco | CA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-06 |
Reach out to this advisor