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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-18 |
| CA | RA | APPROVED | 2018-08-20 |
| TX | RA | APPROVED_RES | 2018-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones Investments | Calabasas | CA | 03/2014 | 08/2017 |
| American Financial Network Advisory Services, Llc | Calabasas | CA | 08/2017 | 04/2018 |
| United Planners Financial Services Of America A Limited Partner | Calabasas | CA | 08/2017 | 11/2017 |
| American Financial Network, Llc | Calabasas | CA | 08/2017 | 04/2018 |
| Dfpg Investments, Inc. | Calabasas | CA | 10/2017 | 07/2018 |
| J.P. Morgan Securities Llc | Calabasas | CA | 08/2018 | Present |
| Jpmorgan Chase Bank, Na. | Calabasas | CA | 08/2018 | Present |
ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: OWNER START DATE: 11/1/2019 ADDRESS: 23934 Woodland Hills CA DETAILS: SOFTWARE CONSULTING. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 0 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: (SELF) POSITION: CO-OWNER / LANDLORD - RENTAL PROPERTY START DATE: 9/1/2019 ADDRESS: 8541 WEST HILLS, CA. DETAILS: Rental Property INVESTMENT RELATED: YES HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
Reach out to this advisor