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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-07 |
| CA | RA | APPROVED | 2026-03-05 |
Branch Locations
1199 Orange Ave, Coronado, CA 92118 • United States
235 E 8Th St, National City, CA 91950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Downey | CA | 09/2021 | 01/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chula Vista | CA | 02/2026 | Present |
| Bank Of America | Long Beach | CA | 06/2016 | 01/2020 |
| Bank Of America | Long Beach | CA | 01/2020 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 01/2023 | 12/2025 |
| Bank Of America, N.A. | Chula Vista | CA | 03/2026 | Present |
I*3841293 Entity Type: N/A Name of OBA: Rental Property 1 Address: Cranston, Rhode Island, 2910 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 10/01/2025 Number of Hours: 12, Monthly Number of Hours during trading: 0, Monthly Duties: N/A
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
Reach out to this advisor