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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-22 |
Branch Locations
800 E Colorado Blvd, Pasadena, CA 91101 • United States
555 California St, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2024 | Present |
| Unemployed | Oakland | CA | 05/2024 | 07/2024 |
| Citigroup Global Markets Inc. | Phoenix | AZ | 05/2007 | 04/2024 |
I*1955294 Rental Property 1 - Incline Village, NV; Investment-related; Affiliation started 08/09/2024; Title/Duties: Co-owner; No time is devoted each month during or outside securities trading hours. I*955296 Rental Property 2 - Mendocino, CA; Investment-related; Affiliation started 08/09/2024; Title/Duties: Co-owner; No time is devoted each month during or outside securities trading hours. Rental I*1955297 Property 3 - Phoenix, AZ; Investment-related; Affiliation started 08/09/2024; Title/Duties: Owner; No time is devoted to the rental each month during or outside securities trading hours. Rental I*1955298Property 4 - Phoenix, AZ; Investment-related; Affiliation started 08/09/2024; Title/Duties: Co-owner; No time is devoted each month during or outside securities trading hours. I*1955299 Rental Property 5 - Phoenix, AZ; Investment-related; Affiliation started 08/09/2024; Title/Duties: Co-owner; No time is devoted each month during or outside securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
Reach out to this advisor