Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
Branch Locations
3655 Nobel Drive Suite 140, San Diego, CA 92122 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Solana Beach | CA | 08/2021 | 01/2022 |
| Unemployed | San Diego | CA | 03/2020 | 08/2021 |
| J.P. Morgan Securities Llc | San Diego | CA | 07/2019 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Solana Beach | CA | 06/2015 | 07/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2022 | 04/2022 |
| Northwestern Mutual Investment Services, Llc | San Diego | CA | 11/2021 | 03/2022 |
| Lpl Financial Llc | San Diego | CA | 06/2022 | 07/2026 |
| Zions Bank (Ca, B&T) | San Diego | CA | 05/2022 | 07/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Diego | CA | 07/2026 | Present |
| Tiaa | San Diego | CA | 07/2026 | Present |
| Edward Jones | San Diego | CA | 02/2020 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-15 |
Reach out to this advisor