Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| CA | RA | APPROVED | 2020-05-20 |
Branch Locations
Cwm Retail, Sales 1188 S. Diamond Bar Blvd., Diamond Bar, CA 91765 • United States
Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Puente Hills | CA | 12/2015 | Present |
Rental Property - Montebello, CA; Investment-related; Affiliation started on 11/01/2020; Title: Landlord; Duties: monthly rent collection; 0 hours devoted each month during and outside securities trading hours.///// Trio Investment Holding LLC; Food and Boba drink shop; Not investment-related; Walnut, CA; Affiliation started on 10/30/2020; Title: Partner; Duties: review sales numbers, create business plans and work in store on some weekends; 0 hours devoted each month during securities trading hours; 40 hours devoted each month outside securities trading hours./// Carranza & Yang Holdings LLC; Investment-related; Nature: Real estate holding; Whittier, CA; Started: January 31, 2025; Title: Partner; Duties: Will be collecting rent; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///CY investments and holdings inc; Investment-related; Nature: Real Estate Rental; Montebello, California; Started: May 9, 2025; Title: owner; Duties: Collecting rent or listing it on airbnb; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
Reach out to this advisor