Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-14 |
| CA | RA | APPROVED | 2017-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Long Beach | CA | 02/2016 | 07/2017 |
| California State University Long Beach | Long Beach | CA | 08/2012 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park | CA | 09/2017 | Present |
| Bank Of America, N.A. | Menlo Park | CA | 02/2018 | Present |
I* 1638273 Name of OBA:San Francisco Italian Athletic Club Investment Related: No Duties:Potential new clients from networking
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
Reach out to this advisor