Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-12-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Co Llc | New York | NY | 06/2001 | 10/2023 |
| First Republic Bank | New York | NY | 05/2001 | 07/2023 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 06/2024 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 10/2023 | 06/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Honolulu | HI | 12/2025 | Present |
| Bank Of Hawaii | Honolulu | HI | 04/2025 | Present |
| Unemployed | Honolulu | HI | 06/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-26 |
Reach out to this advisor