Best Investors
Account
Sign in
Best Investors
Account
Sign in
1760 The Alameda, San Jose, CA 95126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Roseville | CA | 04/2013 | 09/2023 |
| Edward Jones Investments | Folsom | CA | 06/2000 | 10/2022 |
| Kera Capital Partners | San Jose | CA | 09/2023 | Present |
1. Notary Public for the state of California. Non-Investment Related. Start Date: 01/2024. Less than 10 hours per month outside of securities trading hours. 0 hours per month during securities trading hours. Administer oaths and affirmations and certify copies of documents. Take acknowledgements, witness signatures, affidavits, and other sworn testimony or statements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-26 |
Reach out to this advisor