Best Investors
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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-06-08 |
| TX | RA | APPROVED | 2022-06-08 |
Branch Locations
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank, N.A. | San Francisco | CA | 03/2018 | 12/2020 |
| Jp Morgan Securities, Llc | San Francisco | CA | 03/2018 | 12/2020 |
| Bank Of America | San Francisco | CA | 12/2000 | 03/2018 |
| Morgan Stanley | San Mateo | CA | 05/2022 | Present |
| University Of San Francisco | San Francisco | CA | 01/2021 | 05/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER / LANDLORD - RENTAL PROPERTY START DATE: 2/01/2021 ADDRESS: 2600 #1604 SEATTLE, WA DETAILS: rental of investment property INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0 *598621 - University of San Francisco; Investment related: No; San Francisco, California; Education; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 6/2024; During business hours: 0; After business hours: 10; Will help advise on MBA students final projects
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-06 |
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