Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED | 2020-12-07 |
| CA | RA | APPROVED | 2020-10-19 |
Branch Locations
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
2 Belvedere Place Suite 220, Mill Valley, CA 94941 • United States
Zephyr Cove, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | San Francisco | CA | 11/2001 | 10/2020 |
| Ubs Financial Services Inc. | San Francisco | CA | 10/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-15 |
Reach out to this advisor