Best Investors
Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-11 |
| TX | RA | APPROVED | 2022-05-11 |
Branch Locations
148 W Hillcrest Dr Floor 02, Thousand Oaks, CA 91360 • United States
2075 S. Victoria Avenue, Ventura, CA 93003 • United States
1324 Madera Rd, Simi Valley, CA 93065 • United States
148 W. Hillcrest Drive, Thousand Oaks, CA 91360 • United States
901 Embarcadero Del Norte, Goleta, CA 93117 • United States
619 W Channel Islands Blvd, Port Hueneme, CA 93041 • United States
3498 Telegraph Rd., Ventura, CA 93003 • United States
461 S Reino Rd, Newbury Park, CA 91320 • United States
2790 Tapo Canyon Rd, Simi Valley, CA 93063 • United States
500 N Ventu Park Rd, Newbury Park, CA 91320 • United States
2300 Ponderosa Dr, Camarillo, CA 93010 • United States
1302 State Street, Santa Barbara, CA 93101 • United States
165 West Los Angeles Ave., Moorpark, CA 93021 • United States
3768 State Street, Santa Barbara, CA 93105 • United States
5787 Calle Real, Goleta, CA 93117 • United States
502 N Las Posas Rd, Camarillo, CA 93010 • United States
1165 Coast Village Rd, Ste K, Montecito, CA 93108 • United States
2181 N Rose Ave, Oxnard, CA 93036 • United States
5400 Carpinteria Ave, Carpinteria, CA 93013 • United States
7730 Telegraph Rd, Ventura, CA 93004 • United States
539 W Harvard Blvd, Santa Paula, CA 93060 • United States
2398 Sycamore Drive, Simi Valley, CA 93065 • United States
5291 Mission Oaks Blvd., Camarillo, CA 93012 • United States
1678 Moorpark Road, Thousand Oaks, CA 91360 • United States
1215 Maricopa Rd., Ojai, CA 93023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 01/2002 | 05/2022 |
| J.P. Morgan Securities Llc | Thousand Oaks | CA | 04/2022 | Present |
| Jpmorgan Chase Bank, N.A. | Thousand Oaks | CA | 04/2022 | Present |
| Bank Of America | Newport Beach | CA | 01/2002 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 01/2002 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-27 |
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