Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Upland | CA | 10/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Upland | CA | 10/2025 | Present |
| Charles Schwab | Pasadena | CA | 07/2021 | 10/2025 |
| Wells Fargo | Pasadena | CA | 11/2012 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-10 |
Reach out to this advisor