Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-29 |
Branch Locations
750 University Avenue Suite 250, Los Gatos, CA 95032 • United States
355 Santana Row Suite 2050, San Jose, CA 95128 • United States
San Jose, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Jose | CA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Jose | CA | 11/2016 | 07/2022 |
| Ubs Financial Services Inc. | San Jose | CA | 07/2022 | Present |
RENTAL PROPERTY; NON INVESTMENT RELATED; SOUTH LAKE TAHOE, CA; 100% OWNERSHIP; START 8/2013; 20 HRR PER MONTH 0 DURING TRADING; OWNER/MGMT AMBIT ENERGY PROVIDER, NOT INVESTMENT RELATED, SAN JOSE, CA., ALTERNATIVE ENERGY, SALES CONSULTANT, START: 5/15/2014, 5 HOURS PER MONTH, 0 DURING TRADING, CONSULTING PEOPLE TO UTILIZE THIS PROVIDER FOR ALTERNATIVE ENERGY. NOTARY PUBLIC; NOT INVESTMENT RELATED; SAN JOSE, CA; START DATE 06/01/2017; 2 HOURS PER MONTH / 0 DURING TRADING HOURS. 3) NAME OF OTHER BUSINESS: CA Notary Public / INVESTMENT RELATED?: No / ADDRESS: 1500 11th Street / NATURE OF THE BUSINESS: Notarization of documents inside and outside of my employment/ POSITION: Notararial duties/ DUTIES: Notararial duties/ START DATE: 11/1/1999 / HOURS DEVOTED TO BUSINESS:NA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
Reach out to this advisor