Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-27 |
| TX | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | La Jolla | CA | 05/2026 | Present |
| Td Ameritrade Institutional | San Diego | CA | 06/2017 | 10/2022 |
| Pacific Beach Restaurant Group | San Diego | CA | 03/2014 | 05/2017 |
| Amplified Aleworks | San Diego | CA | 02/2016 | 09/2016 |
| Lyft | Sacramento | CA | 03/2017 | 05/2026 |
| Rbc Capital Markets, Llc | La Jolla | CA | 11/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-17 |
Reach out to this advisor