Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Mateo | CA | 11/2015 | 01/2019 |
| Charles Schwab Bank | San Mateo | CA | 07/2014 | 01/2019 |
| Bank Of America, N.A. | San Francisco | CA | 02/2019 | 08/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 02/2019 | 04/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 08/2023 | 03/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2022 | 08/2023 |
| East West Bank | San Mateo | CA | 04/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Investment Services Llc | San Mateo | CA | 04/2025 | Present |
OWNER OF MULTIPLE RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-03 |
Reach out to this advisor