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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-18 |
| CA | RA | APPROVED | 2023-08-17 |
Branch Locations
12860 El Camino Real Floor 02, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Trust Bank | San Diego | CA | 07/2006 | 03/2018 |
| Northern Trust Securities, Inc. | San Diego | CA | 09/2006 | 03/2018 |
| Jpmorgan Chase Bank, N.A. | San Diego | CA | 03/2018 | Present |
| J.P. Morgan Securities Llc | San Diego | CA | 03/2018 | Present |
| Villa Palma, Llc | San Diego | CA | 01/2007 | Present |
Entity Name: Hualalai Ohana Foundation Investment related: Yes "Address: 100 Kaupulehu Dr. Kailua-Kona, HI 96740" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 02/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am a board member and recently joined the finance committee. Entity Name: Villa Palma, LLC Investment related: Yes Address: San Diego, CA Nature of the other business: Single member LLC which owns and operates three apartment buildings located in San Diego, CA. Position/Title/Relationship: Officer Start Date: 27-Jan-2007 Approximate # of hours a month: 4 Approximate # of hours during securities trading hours: 4 Briefly describe your duties: Operating LLC which holds apartment buildings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-21 |
Reach out to this advisor