Best Investors
Account
Sign in
Best Investors
Account
Sign in
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-10 |
| TX | RA | APPROVED | 2025-10-10 |
Branch Locations
301 University Ave 2Nd, 3Rd, & 4Th Fls [Nd-Rbo], Palo Alto, CA 94301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Santa Clara | CA | 09/2015 | 10/2016 |
| Jpmorgan Chase Bank | Santa Clara | CA | 09/2015 | 10/2016 |
| Hsbc Bank Usa, N.A. | Mountain View | CA | 10/2016 | 03/2019 |
| Jpmorgan Chase Bank, N.A. | San Jose | CA | 04/2019 | 10/2025 |
| Jp Morgan Securities Llc | San Jose | CA | 04/2019 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Palo Alto | CA | 10/2025 | Present |
RENTAL PROPERTY - HAMILTON ; INV RELATED; SANTA CLARA, CA; RENTAL;50% OWNERSHIP; START DATE: 05/01/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - BAYSHORE ; INV RELATED; PALO ALTO, CA; RENTAL;50% OWNERSHIP; START DATE: 05/01/2023; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-04 |
Reach out to this advisor