Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-13 |
| CA | RA | APPROVED | 2018-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | San Francisco | CA | 03/2016 | 05/2018 |
| Jpmorgan Chase Bank | San Francisco | CA | 03/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakland | CA | 06/2018 | Present |
| Bank Of America, N.A. | Oakland | CA | 06/2018 | Present |
I*646257 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Hercules, California, 94547 Nature of business: Position, title, association: Sole owner, Start date of relationship: 1/1/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
Reach out to this advisor