Best Investors
Account
Sign in
Best Investors
Account
Sign in
155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
Branch Locations
1995 University Ave Ste 120, Berkeley, CA 94704-1049 • United States
Concord, CA • United States
2120 University Ave, Berkeley, CA 94704-1026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | San Ramon | CA | 07/2015 | 08/2017 |
| Union Bank | Walnut Creek | CA | 09/2017 | 01/2018 |
| Saint Mary'S College | Moraga | CA | 01/2018 | 06/2019 |
| Unemployed | Concord | CA | 06/2019 | 02/2020 |
| Axa-Advisors, Llc | New York | NY | 02/2020 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 02/2020 | 01/2021 |
| Charles Schwab & Co., Inc. | Oakland | CA | 01/2021 | 10/2022 |
| Charles Schwab Banks, Ssb | Oakland | CA | 01/2021 | 10/2022 |
| Salesforce | San Francisco | CA | 10/2022 | 11/2023 |
| Fidelity Investments | Berkeley | CA | 11/2023 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
Reach out to this advisor