Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-14 |
| MD | RA | APPROVED | 2026-03-14 |
Branch Locations
333 S Grand Ave 12Th Fl [Yk-Rbo], Los Angeles, CA 90071 • United States
18712 Gridley Rd, Cerritos, CA 90703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 01/2015 | 03/2017 |
| Bank Of America, N.A. | New York | NY | 01/2015 | 08/2019 |
| Morgan Stanley | Hunt Valley | MD | 08/2019 | 03/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 03/2021 |
| Charles Schwab & Co., Inc. | Washington | DC | 07/2021 | 11/2021 |
| Charles Schwab Bank, Ssb | Washington | DC | 07/2021 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 03/2017 | 07/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pikesville | MD | 07/2018 | 08/2019 |
| Unemployed | Washington | DC | 03/2021 | 07/2021 |
| Unemployed | Ellicott City | MD | 11/2021 | 08/2023 |
| Phoenix Financial Services | Ft Lauderdale | FL | 08/2023 | 02/2026 |
| Wells Fargo Clearing Services, Llc | El Segundo | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-13 |
Reach out to this advisor