Best Investors
Account
Sign in
Best Investors
Account
Sign in
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-04-30 |
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
345 Hartz Ave., Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce, Fenner &Amp; Smith, Inc | Walnut Creek | CA | 07/2011 | 04/2021 |
| Bank Of America, N.A. | Walnut Creek | CA | 01/2011 | 04/2021 |
| Sanctuary Wealth | Danville | CA | 04/2021 | Present |
1)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FINANCIAL WOMEN OF SAN FRANCISCO INVESTMENT RELATED: N ADDRESS OF BUSINESS: PO BOX 26143, SAN FRANCSICO, CALIFORNIA 94126 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 1/24/2014 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: FWSF IS AN ORGANIZATION FOR PROFESSIONAL WOMEN IN FINANCIAL FIELDS. I AM A MEMBER AND COMMITTEE MEMBER OF EAST BAY CHAPTER. ROLE INCLUDES ATTENDING EVENTS AS WELL AS HELPING TO PLAN NETWORKING AND PROFESSIONAL DEVELOPMENT EVENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-13 |
Reach out to this advisor