Best Investors
Account
Sign in
Best Investors
Account
Sign in
730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-29 |
Branch Locations
35 North Lake Avenue Suite 800, Pasadena, CA 91101 • United States
Rancho Cucamonga, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock Investments, Llc | San Francisco | CA | 04/2016 | 01/2019 |
| Blackrock | San Francisco | CA | 04/2016 | 03/2019 |
| Fidelity Brokerage Services Llc | Rancho Cucamonga | CA | 06/2020 | 01/2024 |
| Unemployed | Rancho Cucamonga | CA | 03/2019 | 06/2020 |
| Fidelity Personal And Workplace Advisors | Rancho Cucamonga | CA | 09/2020 | 01/2024 |
| Tiaa | Pasadena | CA | 01/2024 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Pasadena | CA | 01/2024 | Present |
(1) Name: University of Redlands Position: Adjunct professor Nature: The University of Redlands is a private university headquartered in Redlands, California. They offer traditional undergraduate liberal arts degree programs within the College of Arts and Sciences, along with graduate programs in business, education, communicative disorders, music and geographic information systems. Investment Related: No Hours: 4Securities Trading Hours: 0Start Date: 03/10/2020 Address: 1200 E Colton Ave, Redlands CA 92373, United States Description: As an Adjunct Professor, I periodically teach in the School of Business, provide classroom instruction and mentor students. (2) RENTAL POSITION: Landlord NATURE: Residential rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2003 ADDRESS: 10702 Springfield Dr, Rancho Cucamonga CA 91730, United States DESCRIPTION: Monitor activity (3) RENTAL PROPERTY POSITION: Landlord NATURE: Residential rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2009 ADDRESS: 3612 Urquidez Av, Glendale CA 91208, United States DESCRIPTION: Monitor activity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-19 |
Reach out to this advisor