Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED | 2025-03-10 |
Branch Locations
28202 Cabot Road Suite 500, Laguna Niguel, CA 92677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 09/2020 | 02/2025 |
| Biola University | La Mirada | CA | 01/2019 | 08/2020 |
| California State University, Fullerton | Fullerton | CA | 08/2017 | 01/2019 |
| All About Puppies Inc. | Fullerton | CA | 09/2016 | 09/2017 |
| California State University, Fullerton | Fullerton | CA | 08/2014 | 12/2018 |
| Morgan Stanley | Laguna Niguel | CA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-19 |
Reach out to this advisor