Best Investors
Account
Sign in
Best Investors
Account
Sign in
270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-03 |
| CA | RA | APPROVED | 2022-08-22 |
Branch Locations
150 N. Centre City Parkway, Escondido, CA 92025 • United States
1401 E Valley Pkwy, Escondido, CA 92027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medline Industries | Redmond | OR | 11/2015 | 11/2016 |
| Axa Advisors, Llc | San Diego | CA | 05/2016 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Escondido | CA | 03/2019 | 09/2022 |
| J.P. Morgan Securities Llc | Escondido | CA | 03/2019 | 09/2022 |
| Unemployed | Escondido | CA | 02/2019 | 02/2019 |
| Axa | San Diego | CA | 01/2017 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Escondido | CA | 09/2022 | Present |
| J.P. Morgan Securities Llc | Escondido | CA | 09/2022 | Present |
Entity Name: Escondido Chamber of Commerce Investment related: No "Address: 720 N Broadway Escondido, CA 92025 escondidochamber.org" Nature of the other business: Nonprofit Position/Title/Relationship: Board Member Start Date: 06/27/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Volunteering in helping local businesses and building community. As Treasurer, I will review budget. I will not discuss financial services or provide investment advice or recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-23 |
Reach out to this advisor