Best Investors
Account
Sign in
Best Investors
Account
Sign in
555 South Flower Street 11Th Floor, Los Angeles, CA 90071 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-08-23 |
Branch Locations
400 N. Roxbury Dr. 2Nd Floor, Beverly Hills, CA 90210 • United States
Tarzana, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | Woodland Hills | CA | 07/2004 | 11/2017 |
| Unionbanc Investment Services | Woodland Hills | CA | 04/2010 | 11/2017 |
| City National Bank | Beverly Hills | CA | 08/2018 | Present |
| Banc Of California | Los Angeles | CA | 11/2017 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-13 |
Reach out to this advisor