Best Investors
Account
Sign in
1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sacramento | CA | 04/2016 | 09/2018 |
| Morgan Stanley Private Bank Na | New York | NY | 04/2016 | 09/2018 |
| Hilltop Securities Inc. | Dallas | TX | 05/2019 | 06/2019 |
| Merrill Lynch Pierce Fenner & Smith Inc | Sacramento | CA | 09/2019 | 01/2022 |
| Bank Of America Na | Sacramento | CA | 01/2020 | 01/2022 |
| N/A | West Sacramento | CA | 10/2018 | 04/2019 |
| Edward Jones | St Louis | MO | 01/2022 | 06/2023 |
| Ubs Financial Services Inc. | Menlo Park | CA | 06/2023 | Present |
1) Name of Business: West Valley Red Hawks./ Address: 18921 Bear Creek Road Los Gatos CA United States 95033./ Investment Related: No./ Nature: Coach and Mentor Youth Lacrosse./ Role: Coach Lacrosse./ Start Date: 3/1/2023./Hours Required: N/A. 2) Name of Business: Grow Your Game./ Address: 16176 Rose Ave Monte Sereno Ca United States95030./ Investment Related: No./ Nature: Coach and Mentor Youth Lacrosse./ Role: Coach / Mentorship Youth Lacrosse./ Start Date: 1/1/2023./ Time Required: N/A. 3) Name of Business; Bellarmine College Prep./ Address: 960 West Hedding St San jose California United States95126./ Investment Related: No./ Nature: Educate and lead young men in the sport of lacrosse./ Role: Head of Program for Men's Lacrosse. Coach Varsity lacrosse, organize game schedules for Varsity and JV./ Start Date: 10/17/2023./ Time Required: N/A. 4) South Bay Lacrosse Club, Coach and Mentor Youth Lacrosse, start date-1/1/2024, Monte Sereno Ca United States-95030.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
Reach out to this advisor