Best Investors
Account
Sign in
9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-23 |
Branch Locations
9255 Towne Centre Drive Suite 600, San Diego, CA 92121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | San Diego | MI | 06/2017 | 08/2018 |
| Wolverine Bank | Midland | MI | 02/2017 | 06/2017 |
| School | Mount Pleasant | MI | 08/2012 | 05/2017 |
| School | Ypsilanti | MI | 07/2007 | 05/2017 |
| Morgan Stanley | La Jolla | CA | 06/2019 | 03/2021 |
| Uber | San Diego | CA | 10/2018 | 06/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | 03/2021 |
| Fidelity Investments | Salt Lake City | UT | 09/2021 | 11/2024 |
| Unemployed | San Diego | CA | 03/2021 | 05/2021 |
| Yookygrowth, Llc | San Diego | CA | 05/2021 | 09/2021 |
| Chandler Asset Management Inc | San Diego | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
Reach out to this advisor