Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Beverly Hills | CA | 09/2014 | 08/2018 |
| Mufg Union Bank, N.A. | Beverly Hills | CA | 09/2014 | 08/2018 |
| U.S. Bank | Woodland Hills | CA | 08/2018 | Present |
| U.S. Bancorp Investments, Inc. | Woodland Hills | CA | 08/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Woodland Hills | CA | 02/2026 | Present |
1) Glendale & Wilson L.P./ AKS Property Investments; Investment-Related; Glendale, CA; Passive Real estate Investment; 8% of apartment building; Limited Partner- non manager; 2016; 0 hour/month; 0 hours/trading; No duties 2) California State University Northridge Foundation; Investment-related; Northridge, CA; Volunteer Service on the Board of Trustees; Co-Chair Finance & Investment Committee and Member of the Board Development Committee; Co-Chair/Trustee 10/2022; 2 hours/ month; 0 hours/ trading; Providing guidance, along with other trustees, to Foundation employees and leadership. Helping to create awareness around CSUN strategic initiatives. With new committee leadership, I will help lead the Finance and Investment Committee. The committee is made up of other volunteer board members as well as the President and CFO. 3) California Science Center Foundation; Investment-related; Los Angeles, CA; Volunteer community service supporting the California Science Center; Chair of the Board of Trustees; 08/2025; 6 hours/ month; 0 hours/ trading; Governance of the Foundation. 4) North Valley YMCA Board of Managers; Non Investment-related; Porter Ranch, CA; Volunteer Non-profit Organization Board Service; Board Member; 07/2021; 4 hours/ month; 4 hours/ trading; Chair board of managers as well as the following: Board development committee, annual fundraising campaign committee. 5) YMCA of Metropolitan Los Angeles; Not investment-related; Los Angeles, CA; Community Service, Healthy Living, Youth Development, Community Improvement; Chairman, Board of Governors; 9/2023; 2 hours/month; 0 hours/trading; Volunteer Chair the YMCA of Metropolitan Los Angeles Board of Governors. The Board serves as the primary feedback vehicle for the 27 YMCA Branches in Los Angeles to the Metro Organization. 6) Los Angeles Philharmonic Board of Directors; not investment-related; Los Angeles, CA; Orchestra and music organization serving LA; Director, Volunteer Board of Director Services; 12/2024; 2 hours/month; 0 hours/trading; Nominated to serve as director on the Los Angeles Philharmonic Board of Directors. This will be unpaid volunteer service representing U.S. Bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-21 |
Reach out to this advisor