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 | 2019-05-31 |
| CA | RA | APPROVED | 2003-01-06 |
Branch Locations
555 California St 34Th, 36Th & 46Th Floors, San Francisco, CA 94104 • United States
555 California Street Suite 3200, San Francisco, CA 94104 • United States
Kentfield, CA • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | San Francisco | CA | 10/2002 | Present |
1) J.B.S Family Trust Dtd 04/23/1998, Kentfield CA United States-94904, investment manager and trustee, start dtate-9/1/2021. 2. CPB Bedrock, Servie as Trustee to my father trust which owns CPB Bedrock, I am soley the trustee of a limited partnership and have no role in the ongoing business, START DATE-2/1/2019, New York United States-10001.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-03 |
Reach out to this advisor