Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-06-18 |
| CA | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
1 Front Street, San Francisco, CA 94111 • United States
560 Mission Street, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Co Llc | San Francisco | CA | 09/2002 | 04/2017 |
| First Republic Bank | San Francisco | CA | 04/2002 | 04/2017 |
| First Republic Investment Advisors, Llc | San Francisco | CA | 08/2004 | 04/2017 |
| First Republic Investment Management, Inc. | San Francisco, Ca | CA | 09/2010 | 04/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 04/2017 | 09/2023 |
| First Republic Investment Management, Inc. | San Francisco | CA | 04/2017 | 09/2023 |
| J.P. Morgan Securities Llc | San Francisco | CA | 09/2023 | Present |
| Ski More Llc | Lafayette | CA | 11/2023 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 10/2023 | Present |
Entity Name: Ski More LLC Investment related: No Address: Lafayette, CA 94549 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 11/20/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Ski More LLC was formed to own a ski condo that is part of a rental pool in the condominium association.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-10 |
Reach out to this advisor