Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
| CA | RA | APPROVED | 2025-06-16 |
Branch Locations
123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States
155 N Lake Avenue, Pasadena, CA 91101-1848 • United States
Temple City, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Hacienda Heights | CA | 06/2011 | 08/2017 |
| Unemployed | La Puente | CA | 08/2017 | 01/2018 |
| Fidelity Investments | Pasadena | CA | 06/2025 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena | CA | 06/2019 | 05/2025 |
| Jp Morgan Chase Bank | La Habra | CA | 01/2018 | 06/2019 |
| Bank Of America, N.A. | Pasadena | CA | 06/2019 | 05/2025 |
| Jp Morgan Securities Llc | Hacienda Heights | CA | 10/2012 | 08/2017 |
| Jp Morgan Securities Llc | La Habra | CA | 01/2018 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-30 |
Reach out to this advisor