Best Investors
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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-12 |
| CA | RA | APPROVED | 2025-01-15 |
Branch Locations
Scottsdale, AZ • United States
2555-2595 W Chandler Blvd Ci Relationship Management, Chandler, AZ 85224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Camarillo | CA | 11/2012 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake Village | CA | 10/2017 | 05/2022 |
| Bank Of America, N.A. | Westlake Village | CA | 10/2017 | 05/2022 |
| Morgan Stanley | Westlake Village | CA | 05/2022 | 07/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 11/2024 | Present |
| Unemployed | Scottsdale | AZ | 08/2024 | 10/2024 |
| Bank Of America, N.A. | Chandler | AZ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-14 |
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