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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-01 |
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | La Mesa | CA | 05/2011 | 09/2022 |
| J.P. Morgan Securities Llc | La Mesa | CA | 10/2012 | 09/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | La Jolla | CA | 09/2022 | Present |
| Bank Of America, N.A. | La Jolla | CA | 01/2023 | Present |
I*: 2642289 Entity Type: Rental Property Name of OBA: Rental Property 2 Address: Yucca Valley, CA 92284 Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 07/21/2025 Number of Hours: 2 hrs wkly Number of Hours during trading: 0 Duties: Sole owner / rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-08 |
Reach out to this advisor