Best Investors
Account
Sign in
2919 Allen Pkwy, Houston, TX 77019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-06-10 |
| NV | RA | APPROVED | 2022-03-03 |
| HI | RA | APPROVED | 2021-05-12 |
| CA | RA | APPROVED | 2020-01-14 |
Branch Locations
2901 Douglas Boulevard Suite 150, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Rosa | CA | 12/2015 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | 09/2018 |
| Td Ameritrade | Santa Rosa | CA | 05/2019 | 01/2020 |
| Roybi | Palo Alto | CA | 06/2018 | Present |
| Asean Council | Alexandria | VA | 02/2019 | 11/2020 |
| Valic Financial Advisors, Inc. | Roseville | CA | 01/2020 | Present |
| Agia | Houston | TX | 12/2022 | Present |
Name: Dhaka Tribune, Role: Writer, Type: Other OBA Types, Start Date: 11/02/2017, Investment Related?: No, Address: 1351 Gordon Lane, Santa Rosa, CA 95404, Number of Hours/Mo: 1, Duties: OpEd contributor Name: Roybi Robots, investment related: no, Address:2672 Bayshore Pkw,Suite 1000 Mountainview,CA 94043, Position: Advisor, Start Date:06/2018, Devote to business:less than 30 min., Devote to business during securities hours:0, Duties relating to business: I am a mentor and advisor to the CEO of Roybi, Elnaz Sarraf. My role is to speak to the CEO once or twice a month and listen to the process. AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-21 |
Reach out to this advisor