Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-10-24 |
| TX | RA | APPROVED_RES | 2017-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Berkeley | CA | 09/2013 | 10/2017 |
| Deyoe Wealth Management, Inc. | Berkeley | CA | 11/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 10/2017 | Present |
| Bank Of America, N.A. | Oakland | CA | 10/2017 | Present |
I*1152293, Entity Type: Entity For Profit, Name of OBA: Black Sheep Aquisitions, Address: Oakland, California 94609, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 02/01/2023, No Hours: 2, No Hours during trading: 0, Duties: Real Estate and silent partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-17 |
Reach out to this advisor