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 |
|---|---|---|---|
| CA | RA | APPROVED | 2000-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Sacramento | CA | 05/2000 | Present |
| Bank Of America, Na | Roseville | CA | 09/2009 | Present |
I*117993 For profit or not for profit: Non-Profit Organization Name of outside business organization: CASA (Child Advocates of El Dorado County) Investment related: N Address of business: Placerville, California 95667 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 8/31/2018 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: California Court Appointed Special Advocate Association is a 501(c)(3) nonprofit organization. It ensures children in the foster care system have both a voice and the services they need for a stable future. I will help raise funds and oversee staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
Reach out to this advisor