Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2023-05-03 |
Branch Locations
433 N Camden Dr 9Th & 12Th Fls [La-Rbo], Beverly Hills, CA 90210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 02/2016 | 03/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 03/2023 |
| First Republic Securities Company, Llc | Los Angeles | CA | 03/2023 | 04/2023 |
| First Republic Investment Management, Inc | Los Angeles | CA | 03/2023 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Beverly Hills | CA | 04/2023 | Present |
THE WESLEY SCHOOL; INV RELATED; NORTH HOLLYWOOD, CA; K-8 INDEPENDENT SCHOOL IN LA; FINANCE COMMITTEE MEMBER; START DATE: 10/15/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; THE WESLEY SCHOOL; INV RELATED;NORTH HOLLYWOOD,CA; K-8 INDEPENDENT SCHOOL IN LOS ANGELES; CO-CHAIR OF WESLEY SCHOOL AUDIT COMMITTEE; START DATE: 9/8/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-14 |
Reach out to this advisor