Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-04 |
| TX | RA | APPROVED | 2023-01-04 |
Branch Locations
221 Main Street Suite 1340, San Francisco, CA 94105 • United States
Walnut Creek, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Capital Management Llc | San Francisco | CA | 04/2016 | 02/2020 |
| E*Trade Securities Llc | San Francisco | CA | 04/2016 | 02/2020 |
| E*Trade Securities Llc | San Francisco | CA | 02/2020 | Present |
| E*Trade Capital Management Llc | San Francisco | CA | 02/2020 | Present |
| Morgan Stanley | San Fransico | CA | 01/2023 | Present |
| Morgan Stanley | San Francisco | CA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-05 |
Reach out to this advisor