Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-26 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
1331 N California Blvd, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clayton Valley High School | Concord | CA | 01/2006 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alamo | CA | 10/2009 | Present |
| Bank Of America, N.A. | Walnut Creek | CA | 05/2011 | Present |
I*1029288, Name of OBA: Rental Property 1 Address: Watsonville, CA Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 10/1/2021 No Hours: 1 Monthly No Hours during trading: 0 Duties: Sole owner of rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
Reach out to this advisor