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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
32361 Golden Lantern St, Laguna Niguel, CA 92677 • United States
30202 Crown Valley Parkway, Laguna Niguel, CA 92677 • United States
638 Camino De Los Mares F140, San Clemente, CA 92673 • United States
22391 Antonio Pkwy, Ste J-100, Rancho Santa Margarita, CA 92688 • United States
32361 Golden Lantern St A, Laguna Niguel, CA 92677 • United States
905 N. El Camino Real, San Clemente, CA 92672 • United States
8056 E Coast Hwy, Newport Coast, CA 92657 • United States
28131 Crown Valley Parkway, Laguna Niguel, CA 92677 • United States
23970 Aliso Creek Rd, Laguna Niguel, CA 92677 • United States
31972 Camino Capistrano, San Juan Capistrano, CA 92675 • United States
27702 Crown Valley Pkwy, Bldg C-3, Ladera Ranch, CA 92694 • United States
30605 Gateway Pl, Rancho Mission Viejo, CA 92694 • United States
5 Monarch Bay Plaza, Dana Point, CA 92629 • United States
34155 Pacific Coast Hwy Ste A, Dana Point, CA 92629 • United States
26821 Aliso Creek Road, Aliso Viejo, CA 92656 • United States
925 Avenida Pico, San Clemente, CA 92673 • United States
32361 Golden Lantern St Ste A, Floor 1, Laguna Niguel , CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Laguna Niguel | CA | 09/2025 | Present |
| Charles Schwab | Newport Beach | CA | 07/2022 | 09/2025 |
| Bank Of America/Merrill Lynch | Brea | CA | 06/2019 | 07/2022 |
| Mutual Of Omaha Insurance Co | Irvine | CA | 11/2018 | 06/2019 |
| Empower | Irvine | CA | 10/2018 | 10/2018 |
| Unemployed | Newport Coast | CA | 04/2018 | 09/2018 |
| Tiaa | New York City | NY | 03/2012 | 03/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-25 |
Reach out to this advisor