Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-05-10 |
| TX | RA | APPROVED_RES | 2018-05-10 |
Branch Locations
2270 Huntington Dr, San Marino, CA 91108 • United States
150 W University Dr, Tempe, AZ 85281 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pasadena | CA | 05/2000 | 04/2018 |
| J.P. Morgan Securities Llc | San Marino | CA | 05/2018 | Present |
| Us Department Of Defense | Arlington | VA | 08/2017 | 08/2026 |
| Jpmorgan Chase Bank, N.A. | San Marino | CA | 05/2018 | Present |
| Charles Schwab Bank | Pasadena | CA | 02/2005 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-18 |
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
Reach out to this advisor