Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-16 |
| TX | RA | APPROVED | 2018-11-19 |
| CA | RA | APPROVED | 2017-12-04 |
Branch Locations
100 Federal St, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiducia Financial & Insurance Services | Pasadena | CA | 07/2012 | 10/2016 |
| Jp Morgan Chase Bank | Los Angeles | CA | 10/2016 | 06/2017 |
| Jp Morgan Securities Llc | Los Angeles | CA | 10/2016 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles | CA | 06/2017 | Present |
| Macy's | Glendale | CA | 04/2016 | 10/2016 |
| Bank Of America, N.A. | Los Angeles | CA | 01/2018 | Present |
I*3059264Entity Type: For ProfitName of OBA:AIRBNBAddress: Nantucket MassachusettsInvestment Related: NoPosition, Title, Association: OtherStart Date:11/03/2025No Hours: 2 WeeklyNo Hours during trading: 0 Duties: Summer rental. Approving renters I*4508346, Entity Type: Entity For Profit, Name of OBA: The Nantucketeers LLC, Address: Nantucket, Massachusetts, 02554, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee Start Date: 04/15/2026, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Managing Airbnb guests via messaging. Airbnb Rentals
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-23 |
Reach out to this advisor