Best Investors
Account
Sign in
Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| CA | RA | APPROVED | 2021-05-05 |
Branch Locations
400 S. El Camino Real Suite 900, San Mateo, CA 94402 • United States
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
555 California Street 32Nd Floor/ Suite 3200, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Menlo Park | CA | 09/2002 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 10/2009 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-26 |
Reach out to this advisor