Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-31 |
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
Cwm Retail, Sales 935 Silver Spur Road, Rolling Hills Estates, CA 90274 • United States
Citi Wealth Management, Sales 285 South Lake Avenue, Pasadena, CA 91101 • United States
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-04 |
| CA | RA | APPROVED | 2021-03-25 |
Branch Locations
828 Silver Spur Rd, Rolling Hills Estates, CA 90274 • United States
29941 Hawthorne Blvd, Rancho Palos Verdes, CA 90275 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | Torrance | CA | 04/2016 | 01/2018 |
| Jp Morgan Chase Bank | Torrance | CA | 04/2016 | 01/2018 |
| Jpmorgan Chase Bank, N.A. | Rolling Hills Estates | CA | 01/2018 | 08/2026 |
| J.P. Morgan Securities Llc | Rolling Hills Estates | CA | 01/2018 | 08/2026 |
| Citi Group | Rolling Hills Estates | CA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
Reach out to this advisor