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_RES | 2012-06-15 |
| CA | RA | APPROVED | 2009-10-23 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 10/2009 | Present |
| Bank Of America, N.A. | Oakland | CA | 07/2010 | Present |
I*691271For profit or not for profit: Name of outside business organization: Rental Property 2Investment related: NAddress of business: Vallejo, California, 94591Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 3/15/2022Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: I*730258For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Port Charlotte, Florida, 33948Nature of business: Position, title, association: Sole owner, Start date of relationship: 3/1/2021Number of hours devoted: 1 hour(s) MonthlyNumber of hours devoted during trading hours: 0DutiesI*106278FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: LINNIE PORTER REALTY SERVICES LLCINVESTMENT RELATED: NADDRESS OF BUSINESS:ALAMEDA, CALIFORNIA 94501NATURE OF BUSINESS: LLC,POSITION, TITLE, ASSOCIATION: FAMILY HELD, START DATE OF RELATIONSHIP: 6/1/2017NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: PAY MORTGAGES AND OVERSEE ANY CAPITAL IMPROVEMENTS TO INCOME PROPERTY OWNED BY MY MOTHER.I*516207For profit or not for profit: Name of outside business organization: Rental Property 1Investment related: NAddress of business: Oakland, California, 94603Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 10/14/2020Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: I*3150295 Entity Type: N/A Name of OBA: L P Address: Alameda, California, 94502 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/17/2025 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-21 |
Reach out to this advisor