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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-11 |
| CA | RA | APPROVED | 2026-04-06 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Francisco | CA | 06/2026 | Present |
| Goldman, Sachs & Co. | San Francisco | CA | 09/2015 | 02/2019 |
| Jpmorgan Chase Bank Na | San Francisco | CA | 04/2019 | 09/2021 |
| Jpmorgan Securities Llc | San Francisco | CA | 04/2019 | 09/2021 |
| Jpmorgan Chase Bank Na | Austin | TX | 10/2021 | 04/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2026 | Present |
I*4376279, Entity Type: , Name of OBA: P L TTEE S L TTEE U/A DTD 04/23/2021 , Address: San Anselmo, California, 94960, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 04/10/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-17 |
Reach out to this advisor