Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-12-10 |
| TX | RA | APPROVED_RES | 2020-10-23 |
| CA | RA | APPROVED | 2018-10-05 |
Branch Locations
45 William St, Wellesley Hills, MA 02481 • United States
100 Wilshire Blvd, Santa Monica, CA 90401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pleasanton | CA | 05/2018 | Present |
| Construction Testing Services, Inc. | Pleasanton | CA | 01/2018 | 04/2018 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2015 | 05/2017 |
| Northwestern Mutual | Walnut Creek | CA | 06/2016 | 09/2016 |
| California Polytechnic State University | San Luis Obispo | CA | 09/2012 | 06/2017 |
| Unemployed | Pleasanton | CA | 07/2017 | 12/2017 |
| Bank Of America, N.A. | Pleasanton | CA | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-04 |
Reach out to this advisor