Best Investors
Account
Sign in
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
23642 Calabasa Rd Bldg 2, Calabasas, CA 91302 • United States
9110 Tampa Ave, Northridge, CA 91324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Woodland Hills | CA | 06/2015 | 07/2018 |
| Morgan Stanley Private Bank, National Association | Woodland Hills | CA | 10/2015 | 07/2018 |
| Jp Morgan Chase Bank, N.A. | Van Nuys | CA | 07/2018 | 09/2020 |
| Jp Morgan Securities, Llc | Van Nuys | CA | 07/2018 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 09/2020 | 08/2023 |
| Bank Of America, N.A. | Woodland Hills | CA | 10/2020 | 08/2023 |
| U.S. Bancorp Investments, Inc. | Calabasas | CA | 08/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Calabasas | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-15 |
Reach out to this advisor