Best Investors
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Account
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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-17 |
Branch Locations
1 Front St, Floor 22, San Francisco, CA 94111 • United States
277 Park Ave, Floors 3 & 36, New York, NY 10172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Private Bank | San Francisco | CA | 05/2016 | 11/2019 |
| Summitry, Llc | Foster City | CA | 12/2019 | 06/2021 |
| First Citizens Bank (Acquired Silicon Valley Bank) | San Francisco | CA | 03/2023 | 08/2024 |
| J.P. Morgan Securities Llc | San Francisco | CA | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 08/2024 | Present |
| Silicon Valley Bank | San Francisco | CA | 06/2021 | 03/2023 |
(1)the name of the other business - Rental Property in San Francisco. (2)whether or not it is "investment-related" - Not investment related. (3)the address of the business. - 2009 Divisadero St. Apt 4B, SF, CA 94115. (4)the nature of the other business. - Rental property. (5)your position / title - Landlord. (6)the start date of your relationship (01/01/2018). (7)the approximate number of hours/month you devote - 1 hour/month. (8)the number of hours you devote DURING securities trading hours - o hours during securities trading hours. (9)briefly describe your duties - Not investment-related. Owner of a family rental property in San Francisco. Acts as landlord. Earns rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
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