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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2023-09-27 |
Branch Locations
555 California St Pbig - San Francisco, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 06/2018 | 06/2021 |
| Merrill Lynch | San Francisco | CA | 06/2017 | 08/2017 |
| Willamette University | Salem | OR | 08/2013 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2023 | Present |
| Iconiq Capital | San Francisco | CA | 07/2021 | 09/2023 |
| Bank Of America, N.A. | San Francisco | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
Reach out to this advisor