Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-12 |
| CA | RA | APPROVED | 2016-12-23 |
Branch Locations
3455 Peachtree Rd Ne, Atlanta, GA 30326 • United States
Rancho Cucamonga, CA • United States
901 Via Piemonte, Ontario, CA 91764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Riverside | CA | 05/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 10/2009 | Present |
I*2938277, Entity Type: , Name of OBA: The V L A Living Trust U/A Dtd September 5, 2025, Address: San Bernardino, California, 92404, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 10/01/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-08 |
Reach out to this advisor