Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-02 |
| CA | RA | APPROVED | 2021-07-23 |
Branch Locations
55 South Lake Avenue Pasadena Towers - Tower Ii Suite 700, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pasadena | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pasadena | CA | 11/2016 | 07/2021 |
| Morgan Stanley | Pasadena | CA | 07/2021 | Present |
448604- Rental Property; Investment related - Yes; Frisco, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2019; During business hours: 0; After business hours: 0; *495769 - Rental property; Investment related Yes; Richmond, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 0; Property Management *559489 - Arcadia Toastmasters ; Investment related - No ; Arcadia, California ; Social & Recreational ; Officer (non-board member), Treasurer (proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 4 ; Check Signing/Funds Disbursements, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
Reach out to this advisor